WealthVisory

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Frisco, TX
WealthVisory

WealthVisory, a new wealth management firm focused on the highest level of service.

10/13/2026

A little dirt, a lot of adventure, and some pretty incredible photos. 📸🏍️

Two of our WealthVisory team members— Casey and Raegan—recently enjoyed a dirt biking and camping trip with their family. Casey’s younger daughter, Ashlynn, captured these moments, and we love seeing her photography talent grow!
Experiences like these remind us why we do what we do. Behind every financial plan are people, passions, and memories worth making room for.

For Casey and Raegan, that looked like dirt bikes, camping, and family time. What does it look like for you?

📷 Photos by Ashlynn Waits

09/21/2026

George’s cats have officially joined the WealthVisory investment committee. 🐾📈

Their advice? Markets move. Good plans don’t.

Stay disciplined, focus on the long game, and spend less time worrying about every headline—and more time enjoying the good stuff.

Plan Well. Live More.

— WealthVisory

09/07/2026

Behind every goal is someone willing to work for it.

Today, we recognize the people whose talent, commitment, and perseverance help build a stronger future for themselves and those around them.

May your Labor Day be filled with good company, meaningful moments, and time to enjoy everything you’ve worked so hard to create.

— The WealthVisory Team

09/02/2026

Please note that the markets and our WealthVisory office will be closed Monday in observance of the holiday.

If you anticipate needing funds before the long weekend, please contact our team before Friday. Transactions placed on Friday may not settle until Tuesday due to the market holiday.

Wishing you and your family a safe, relaxing, and well-earned Labor Day weekend!

08/13/2026

What a great day at the WealthVisory PGA Invitational! ⛳️

We had an incredible time bringing our clients together at the PGA Coaching Center for a day filled with golf, friendly competition, plenty of laughs, and great conversation.
A big shoutout to our competition winners! 🏆

⛳ Tal — Men’s Long Drive
⛳ Angela — Women’s Long Drive
⛳ Gabe — 75-Yard Challenge
⛳ Jim — 100-Yard Challenge
⛳ Eric — 50-Yard Challenge
⛳ Buddy — Putting Challenge

One of our favorite parts of what we do at WealthVisory is the relationships we get to build with the families we serve. Days like this give us a chance to step outside the office, have some fun, and spend time with the people who make what we do so rewarding.

A big thank you to everyone who joined us and to our sponsors for helping make the day possible. We’re already looking forward to the next one! ⛳️

07/17/2026

Every week brings new headlines...
• Inflation reports
• Market volatility
• Bank earnings
• Interest rate speculation

This week is no different, with investors watching inflation data, major bank earnings, and comments from the Federal Reserve.

But successful investing isn't about reacting to every headline.

It's about having a disciplined strategy built around your goals, not the daily news cycle.

If recent headlines have you wondering whether your portfolio is still on track, now is a great time for a review.
At WealthVisory, we're here to help you stay focused on what matters most—your long-term financial future.

07/04/2026

Today we celebrate more than fireworks and traditions—we celebrate the courage, sacrifice, and enduring spirit of those who fought to secure the freedoms we enjoy every day.

As we gather with family and friends, we remember those who have served and continue to serve our country with honor.

From all of us at WealthVisory, we wish you a safe, meaningful, and happy Independence Day.
❤️🤍💙

07/03/2026

In observance of Independence Day, our office will be closed on Friday, July 3.

We hope you enjoy a safe and memorable holiday celebrating our nation's freedom with family and friends. We look forward to serving you when we reopen on Monday, July 6.

Happy Fourth of July from all of us at WealthVisory!

06/19/2026

Happy Juneteenth!

Today we celebrate freedom and recognize the significance of this important day in our nation's history.

Please note that the WealthVisory office will be closed on June 19 in observance of the holiday.

We wish you and your family a wonderful Juneteenth!

06/12/2026

Mid-year is a great time to pause and ask yourself:

Are you still on track to meet your financial goals for 2026?
A quick review of your retirement savings, beneficiaries, tax strategy, and overall financial plan can help ensure you're headed in the right direction before year-end.
Small adjustments today can make a big difference tomorrow.

If you'd like to discuss your goals or review your plan, we're here to help.

Address

7110 Pecan Street
Frisco, TX
75034

Website

https://www.wealthvisory.com/

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