Give peace of mind to our clients.
At Brazos Wealth Advisors, we understand that navigating financial planning and wealth management can be a daunting task. That's why we're here to guide you every step of the way, providing expert advice and personalized services tailored to your unique needs and goals.
Our Mission
As a fee-only firm, we're committed to putting our clients' best interests first. We believe in transparency, integrity, and the importance of building long-term relationships. Our mission is to empower individuals and families to achieve their financial goals and live their best lives.
About Us
Meet Wes Shannon, CFP
Wes has over two decades of experience in the financial services industry, with a proven track record of helping clients achieve their financial aspirations. With a Bachelor of Business Administration from the University of North Texas, Wes is certified in financial planning and is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). In his free time, Wes enjoys the outdoors, playing guitar, and reading.
Meet Derek Dansby, CFP, J.D.
Derek brings a unique blend of legal and financial expertise to our team. With a background in law and financial services, Derek has a Bachelor's degree from Rice University and a law degree from SMU Law School. As a certified financial planner and licensed attorney, Derek has a deep understanding of trust and estate planning. Outside of work, Derek is active in his community, serving as a board member for the Boys & Girls Club of Wichita Falls and the Founder Lions Club of Wichita Falls.
Our Services
At Brazos Wealth Advisors, we offer a range of services designed to help you achieve your financial goals. From comprehensive financial planning to investment management and trust services, we're dedicated to providing personalized support and expert guidance every step of the way.
- Comprehensive Financial Planning: We'll work closely with you to understand your unique financial goals and develop a customized plan tailored to your needs.
- Investment Management: Our experienced team will manage your investments with the goal of long-term growth and protection.
- Trust Services: We'll help you establish and manage trusts, ensuring your assets are protected and distributed according to your wishes.
- Corporate Advising: Our experts will provide strategic guidance on corporate finance, operations, and planning.
Fees
At Brazos Wealth Advisors, we believe in transparency and honesty in our fee structure. We offer a flat annual fee based on the complexity of your financial needs and goals. Our fees include financial planning, investment management, custodial services, financial concierge advice, business evaluations, and consulting. For pension consulting, we offer a scalable fee schedule based on the plan's assets.
Why Choose Us
At Brazos Wealth Advisors, we're dedicated to putting our clients first. We believe in the importance of transparency, integrity, and long-term relationships. As a fee-only firm, we're committed to putting your best interests first, without any hidden agendas or commissions. We're passionate about empowering individuals and families to achieve their financial goals and live their best lives.
Investment Policy
At Brazos Wealth Advisors, we believe in taking a measured approach to investing. We don't believe in market timing or trendy technical analysis. Instead, we rely on proven strategies and mathematical measures of risk and return. Our investment recommendations are designed to work towards your long-term goals, taking into account your risk tolerance and financial objectives.
Resources
At Brazos Wealth Advisors, we're committed to providing valuable resources and educational materials to help you achieve your financial goals. From blog posts to videos and podcasts, we're dedicated to sharing our expertise and insights to help you navigate the complex world of financial planning and wealth management.
Recommendations and Feedback
The reviewers highly recommend Wes and his company, SJK Financial Planning, citing experiences with professionalism, responsiveness, quality, and value. They share their positive encounters with Wes, describing him as knowledgeable, trustworthy, and caring.
Professionalism and Expertise
Reviewers praise Wes's expertise, describing him as a certified financial planner who always does the right thing for his clients. They highlight his patience, kindness, and willingness to listen to their needs. Wes is depicted as a partner and trusted advisor, offering personalized financial solutions tailored to each individual's goals and portfolio.
Client-Centered Approach
Wes is commended for his approachability, taking the time to explain complex financial concepts in a clear and understandable manner. He is not driven by commissions, instead prioritizing his clients' objectives. This unique approach has earned Wes a reputation as one of the most trusted financial planners in the DFW area.
Client Testimonials
Reviewers rave about their positive experiences with Wes, praising his unique approach to financial planning. They describe him as knowledgeable, trustworthy, and caring, with a patient and kind demeanor. His clients appreciate Wes's willingness to listen and work with them to achieve their goals.
