David Farrell, MBA, CRPC, Senior Wealth Strategist

David Farrell, MBA, CRPC, Senior Wealth Strategist For full disclosures, please my website @ www.PreceptWM.com

Protecting yourself from AI fraud involves awareness, caution, and education. Verify the identity of any individuals or ...
06/05/2026

Protecting yourself from AI fraud involves awareness, caution, and education. Verify the identity of any individuals or organizations contacting you independently, be wary of unsolicited requests, and stay informed about the latest scams.

For more tips, speak to an advisor today - 281-973-9290 or [email protected].

Planning to move after retirement? It’s crucial to ask some key questions before making the leap. We can offer guidance ...
06/03/2026

Planning to move after retirement? It’s crucial to ask some key questions before making the leap.

We can offer guidance - 281-973-9290 or [email protected]

Remember when you were eighteen? You may have felt energetic and ready to take on the world, but you probably weren’t as...
06/01/2026

Remember when you were eighteen? You may have felt energetic and ready to take on the world, but you probably weren’t as money-savvy as you are today. If you could give yourself one financial tip at that age, what would it be?

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

Selecting the right trustee is important for managing your estate. Whether it's a friend, family member, professional tr...
05/29/2026

Selecting the right trustee is important for managing your estate. Whether it's a friend, family member, professional trustee, or a trust company, make this decision wisely. Here are some key considerations to keep in mind.

If you need additional guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

Medical professionals, your financial well-being deserves careful consideration. Our team understands the nuances of you...
05/27/2026

Medical professionals, your financial well-being deserves careful consideration. Our team understands the nuances of your unique career path. Together, we can craft a tailored plan for long-term that aligns with your goals.

Contact us today, and we can create a customized financial plan that aligns perfectly with your career goals and unique needs - 281-973-9290 or [email protected]

Precept honors the brave heroes who sacrificed their lives for our country this Memorial Day. Their dedication inspires ...
05/25/2026

Precept honors the brave heroes who sacrificed their lives for our country this Memorial Day. Their dedication inspires us to protect our future—including our financial well-being—through smart investments. Today, we remember and salute them.

If you're being offered equity compensation, or have accepted it as part of your compensation package already, there are...
05/22/2026

If you're being offered equity compensation, or have accepted it as part of your compensation package already, there are ways to make certain you're getting the most from it.

Leverage us as part of these conversations; we're happy to offer our perspective - 281-973-9290 or [email protected]

Start early! Saving for retirement is essential for securing your financial future. Let compounding work in your favor. ...
05/20/2026

Start early! Saving for retirement is essential for securing your financial future. Let compounding work in your favor.

Empowering women who've taken a career pause to care for their families is crucial. Crafting effective retirement saving...
05/18/2026

Empowering women who've taken a career pause to care for their families is crucial. Crafting effective retirement saving strategies can help you work towards financial independence for the future. Our team is here to support every woman in building a strong financial foundation, no matter where life's journey takes them.

Reach out to us today - 281-973-9290 or [email protected]

Selecting a business valuation professional is key to understanding the true worth of your business. Follow these tips t...
05/14/2026

Selecting a business valuation professional is key to understanding the true worth of your business. Follow these tips to ensure you're partnering with a professional who'll provide accurate and insightful assessments.

Reach out for guidance - Contact us today at 281-973-9290 or [email protected]

Address

19506 Highway 59 N, Ste 315
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

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