WealthVisory

WealthVisory is a financial planning and investment management firm that helps clients build, manage, preserve and transition their wealth. The firm works with individuals from first-time investors to people getting ready to retire, and it offers a planning process called the SmartMethod. It has a particular focus on supporting ExxonMobil employees with decisions about their 401(k), pension options, RSUs and tax strategies.

Clients start with an introductory call, and the team takes time to learn their goals before making recommendations. Advisory and securities services are offered through Prospera Financial Services, and the firm states that it does not provide legal, accounting or tax advice. The office is at 7110 Pecan Street in Frisco, Texas.