WealthVisory

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Frisco, TX
WealthVisory

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

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.

06/05/2026

We love helping families plan for the future, and sometimes those families grow by four paws at a time.

George recently welcomed these two adorable kittens into the family, and they're already settling right in.

Help us welcome WealthVisory's newest unofficial team members!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country and our freedom. 🇺🇸

In observance of Memorial Day, WealthVisory and the markets will be closed today.

At WealthVisory, we believe Memorial Day is more than just a long weekend. it’s a time to reflect with gratitude on those who served and gave everything for our nation. We are thankful for their sacrifice and the freedoms we enjoy because of them.
Wishing everyone a safe and meaningful Memorial Day weekend.

05/21/2026

In observance of Memorial Day, the office will be closed Monday as we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Please note the markets will also be closed on Monday. If you need to request a money movement or have any time-sensitive financial needs, please reach out to our team today (Thursday) so we can assist you before the holiday weekend.

From all of us at WealthVisory, we are grateful for those who served and sacrificed for our country. Wishing everyone a safe and meaningful Memorial Day weekend.

Address

7110 Pecan Street
Frisco, TX
75034

Website

https://www.wealthvisory.com/

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