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Your financial future. Our capable hands.
At Wealth Development Strategies LLC, we offer comprehensive financial planning services, as well as other investment advisory services* to both individuals and business professionals. Our associates have the expertise, qualifications, and experience to handle your financial needs and objectives regardless of their size, complexity or sophistication.
Wealth Development Strategies LLC, whose history dates back to 1969, is a true reflection of Houston, Texas and its rich and diverse culture. At our firm, we utilize the cumulative experience and expertise of our associates and staff to better serve our clients. We are committed to excellence and foster an innovative and creative planning environment in which our advisors deliver careful analysis, insightful recommendations, and objective solutions.
Our financial professionals provide our clients financial planning services through our registered investment advisor, Wealth Development Strategies Investment Advisory, Inc. In addition, we can offer other investment advisory services and a wide range of variable insurance and investment products through Hornor, Townsend & Kent, Inc., a Registered Investment Advisor and FINRA member firm.
Our expert associates can help you with:
- Comprehensive Financial Planning
- Estate Planning and Wealth Conservation
- Investment Portfolio Management and Asset Allocation*
- Private Money Management Services*
- Qualified Retirement Plans (401(k), Profit Sharing, etc.)
- Business Succession and Buy/Sell Agreement Funding Strategies
- Executive Compensation Plans and Deferred Compensation arrangements
- Education Funding (529 Plans, etc)*
- Personal Retirement Funding Strategies
- Charitable Planning Techniques