---
title: WealthVisory | Financial Planning & Investment Management
description: We are dedicated to providing investment management and strategic wealth planning that is right for you. | Based in Frisco, Texas
---
[](https://wealthvisory.com/?hsLang=en)
- About
- [About Us](https://wealthvisory.com/about)
- [Our Process](https://wealthvisory.com/our-process)
- [Who We Serve](https://wealthvisory.com/who-we-serve)
- [Meet Our Team](https://wealthvisory.com/team)
- [SmartMethod](https://wealthvisory.com/smart-method)
- Investment Strategies
- [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy)
- [ExxonMobil](https://wealthvisory.com/exxonmobil-employees)
- Expertise
- [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees)
- [401(k) Services](https://wealthvisory.com/401k-services)
- [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk)
- [Contact](https://wealthvisory.com/contact)
- [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm)
- [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital)
- [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn)
# Wealth Management As It Should Be
[Learn More Today](https://wealthvisory.com/our-process?hsLang=en)
[Schedule an Introductory Call \>](https://wealthvisory.com/contact?hsLang=en)
## We are **dedicated** to providing investment management and strategic wealth planning that is **right for you**.
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
[Learn More About Our Expertise](https://wealthvisory.com/smart-method?hsLang=en)
**Financial Planning for**
[](https://wealthvisory.com/exxonmobil-employees?hsLang=en)
We support ExxonMobil employees in **all aspects of their financial planning**. From optimizing your Voya 401(k) and pension options to managing RSUs and tax strategies, our expertise ensures you make informed decisions and maximize your benefits for a secure financial future.
- [Learn More Here \>](https://wealthvisory.com/exxonmobil-employees?hsLang=en)
- [Download Our Guide \>](https://wealthvisory.com/exxon-mobil-guide-from-wealthvisory?hsLang=en)
**Our objective is to take all the pieces of your financial plan and put them in place.**
Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the **SmartMethod**, helps you pursue your financial independence.
[](https://wealthvisory.com/smart-method?hsLang=en)
### A More Personal Approach to Financial Planning
**No two retirement plans, portfolios, or investment strategies are the same.** Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
[Our Process](https://wealthvisory.com/our-process?hsLang=en)
### Our Team’s Difference
**Integrity:** Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
**Support:** We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
**Experience:** Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
[Meet Our Team](https://wealthvisory.com/team?hsLang=en)
## We help build, manage, **preserve** and **transition** wealth for anyone!
[Get In Touch](https://wealthvisory.com/contact?hsLang=en)
## Our **Team**
[](https://wealthvisory.com/team/george-lollis?hsLang=en)
#### **George Lollis, *CEFEX Analyst®, AIFA®, CWS®, C(k)P®***
**Managing Partner**
[](https://wealthvisory.com/team/chris-white?hsLang=en)
#### **Chris White, *CFP®, AIF®***
**Managing Partner**
[](https://wealthvisory.com/team/casey-waits?hsLang=en)
#### **Casey Waits**
**Managing Partner**
[](https://wealthvisory.com/team/brian-fees?hsLang=en)
#### **Brian Fees, *CFP®, AIF®***
**Managing Partner**
[](https://wealthvisory.com/team/dana-kenney?hsLang=en)
#### **Dana Kenney**
**Client Service Specialist**
[](https://wealthvisory.com/team/deanna-whisenant?hsLang=en)
#### **Deanna Whisenant**
**Operations Manager**
[](https://wealthvisory.com/team/courtney-welfel?hsLang=en)
#### **Courtney Welfel**
**Client Service Specialist**
[](https://wealthvisory.com/raegan-waits-wealthvisory?hsLang=en)
#### **Raegan Waits**
**Client Service Specialist**
## Resources From **Our Desk**
[ The Silent Retirement Risk: Inflation and Your Lifestyle](https://wealthvisory.com/resources-from-our-desk/the-silent-retirement-risk-inflation-and-your-lifestyle?hsLang=en)
[ Three Mistakes That Can Ruin Your Retirement](https://wealthvisory.com/resources-from-our-desk/three-mistakes-that-can-ruin-your-retirement?hsLang=en)
[ Pros and Cons of Waiting Until 70 for Social Security: Making the Right Choice for Your Retirement](https://wealthvisory.com/resources-from-our-desk/pros-and-cons-of-waiting-until-70-for-social-security-making-the-right-choice-for-your-retirement?hsLang=en)
[ What’s the Best Age to Receive Social Security?](https://wealthvisory.com/resources-from-our-desk/whats-the-best-age-to-receive-social-security?hsLang=en)
[ Timeless Investment Wisdom: Insights from Three Legendary Gurus](https://wealthvisory.com/resources-from-our-desk/timeless-investment-wisdom-insights-from-three-legendary-gurus?hsLang=en)
[ 2025 Retirement Contribution Limits and Updates: Aligning with WealthVisory’s SmartMethod](https://wealthvisory.com/resources-from-our-desk/2025-retirement-contribution-limits-and-updates-aligning-with-wealthvisorys-smartmethod?hsLang=en)
## Let’s talk to find out how we can help you reach **financial freedom.**
#### About Us
Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence.
#### Our Office
7110 Pecan Street,
Frisco, TX 75034
**E:** [support@wealthvisory.com](mailto:support@wealthvisory.com)
**P:** [800-231-6276](tel:8002316276)
#### Learn More
- [Meet Our Team](https://wealthvisory.com/team)
- [About Us](https://wealthvisory.com/about)
- [Our Process](https://wealthvisory.com/our-process)
- [Who We Serve](https://wealthvisory.com/who-we-serve)
- [SmartMethod](https://wealthvisory.com/smart-method)
#### Follow
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[](https://brokercheck.finra.org/)
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