--- title: About Us - WealthVisory description: About Us Finding Your Fit You want the security and freedom that come with a financial plan. But it can be hard to find the right approach or adviser. And as life unfolds, how do you know you can trust the --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](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) # About Us ## Finding Your Fit You want the security and freedom that come with a financial plan. But it can be hard to find the right approach or adviser. And as life unfolds, how do you know you can trust the process—and the plan? ![handshake-wealthvisory-600x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/handshake-wealthvisory-600x400.jpg) At WealthVisory, we understand. Even successful people struggle with comprehensive wealth planning that minimizes risk and maximizes freedom. It’s why we’ve created an integrated planning strategy backed by a team of experts you can trust—giving you the security to pursue your dreams and build your legacy, even when you can’t predict the future. Trust is the bedrock of every successful relationship, including the one you build with your financial planner. Earning and maintaining yours is our highest priority, today and always. This trust makes better planning possible, helping us build a financial strategy unique to your life and goals with forethought and flexibility to navigate the unforeseen. With it, we’ll help you live the life you aspire to with confidence. ## Better Together Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service. With decades of experience, complementary skills, and a collaborative spirit, we’ve built a deep bench to serve a variety of client needs in a complex financial world—making us better together. This connection extends to every aspect of our work with you. As fiduciaries, we always put your interests first to foster long-term relationships rooted in trust. Our team includes Investment Advisor Representatives and Registered Investment Advisers affiliated with Prospera Financial Services, an award-winning firm of independent professionals built by advisors, for advisors. Only the most successful, service-oriented advisers are affiliated with Prospera. #### 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 - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)