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 advisors 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
*Registered Representatives of, and Securities and Investment Advisory Services Offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC 4203 Montrose Blvd., Fifth Floor, Houston, TX 77006. Fee-based Planning services provided through Wealth Development Strategies Investment Advisory, Inc., A Registered Investment Advisor registered to offer Investment Advisory services solely in the state of Texas. Wealth Development Strategies, LLC and its affiliates are independent of HTK. HTK does not provide tax advice. Please consult a qualified tax advisor regarding your individual circumstances.