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Monday 9am - 4:30am Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 3pm

David Farrell, MBA, CRPC, Senior Wealth Strategist

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Houston, TX
David Farrell, MBA, CRPC, Senior Wealth Strategist

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For full disclosures, please my website @ www.PreceptWM.com

10/30/2026

Navigating the constantly changing economic landscape while managing your personal finances can be overwhelming, leaving you feeling adrift and uncertain of the right course of action.

But rest assured that you're not alone. Our team is here to help you chart a path to achievable financial success.

Reach out to us today to learn more about how we can guide you through every step of your financial journey - [email protected] or 281-973-9290

10/28/2026

Don't be spooked by your financial uncertainties. A financial plan can be your best ally in conquering your money fears!

For questions or financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

10/26/2026

Retirement is often seen as a time to relax and enjoy the fruits of your labor. You can still work, volunteer, travel, or spend time with family and friends.

If you want to discuss your retirement plan, we're happy to help! Contact our office to see how we can assist you - 281-973-9290 or [email protected]

10/22/2026

Prioritize your check-ins! Your mental, physical, and financial health are all related, and they collectively depend on early screenings and ongoing education. It's never too late to start putting your health first.

We're here to support you!

10/21/2026

We see it all the time: some owners have a hard time separating their business money from their personal money. This can happen for many reasons, but the end result is that it's hard for them to keep track of how much money they have left after paying all their bills and expenses.

Have additional questions? Speak to one of our advisors - 281-973-9290 or [email protected]

10/19/2026

An annual financial review can be a great way to get an idea of how your money is working for you and if there are ways to optimize your savings and investments.

Contact us for guidance - 281-973-9290 or [email protected]

10/16/2026

As women are earning more money and empowering themselves with investment knowledge, their financial power is shifting.

What does that mean? Well, for one thing, it means that if women want to be financially secure and independent, they need to start building a plan with multiple streams of income.

This isn't as complicated as it sounds! You just need to know where to start. Contact us today to schedule a complimentary consultation - 281-973-9290 or [email protected]

10/14/2026

It's no wonder so many people are worried about how they'll pay for retirement. Fortunately, there are steps you can take today to help ensure that your healthcare expenses are covered when you're retired.

A comprehensive plan for your savings now and throughout your life is not just encouraged but necessary. We can absolutely assist with those plans!

Contact us today for professional assistance, we're here to help - 281-973-9290 or [email protected]

10/12/2026

An inverted yield curve is often a red flag for investors. It means that short-term interest rates are higher than long-term interest rates—and that's usually a sign of an impending recession.

But don't worry, there's no need to panic. We can help you make an investment plan that lasts through any market turbulence.

For more financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

10/09/2026

If you own a business, you're bound to come across rough waters. That's why it's important to prepare so you can navigate them with ease. This includes having a thorough exit strategy!

If you're feeling a little lost at sea with managing your business, we can help.

For questions or financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

Address

Houston, TX

Opening Hours

Monday	9am - 4:30am
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 3pm

Telephone

+12819739290

Website

http://www.PreceptWM.com/

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