Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#3
Texas - South
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Focus Area / Customer Base

Alignment of financial resources, time, &  life experiences thru Wealth Way..

More on Forbes

Sep 15, 2024

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Sep 12, 2024

The Retirement Drawdown Rule

In any industry, there are general guidelines often referred to as rules of thumb - learn how the drawdown rule can impact your retirement.
Contact William
210-805-1064
200 Concorde Plaza Dr, Suite 300, San Antonio, Texas 78216
Asset Summary
As of Jun, 2023
$750K
Min Account Size For New Business
$875K-15M
Typical Size Of Households
$2.2-3M
Typical Net Worth Of Relationships
$714M
Team Assets (Custodied)