Business Details
17 Years
experience
Your Trusted Partner for Financial Advisory Services
Wealthview Capital is an independent, fee-only advisory firm dedicated to providing personalized financial planning, asset management, and ongoing advice tailored to individual client goals. With over 30 years of combined experience, our team operates under a fiduciary standard, prioritizing client interests above all else. We specialize in creating comprehensive financial plans that align with clients' unique visions for their future, whether focused on wealth growth, retirement security, or legacy planning. Our approach emphasizes transparent fees, low-cost investment strategies, and tax-efficient portfolios designed to balance risk and reward. We serve clients across the continental United States from offices in Jackson, Mississippi, and New Orleans, Louisiana.Our commitment extends beyond traditional financial services, incorporating education on college funding, estate planning, and institutional investor solutions. As stewards of our clients' wealth, we view our role as a calling rather than a transactional relationship. Our ensemble practice model ensures collaborative expertise, with every team member working toward the singular goal of client success. We maintain affiliations with industry-leading organizations and hold ourselves accountable to the highest standards of care in the financial services industry. Through innovative technology and personalized service, we empower clients to make informed decisions about their financial future.
Services
Financial Planning
Asset Management
Retirement Preparation
Legacy Planning
Insurance Advice
Institutional Services
Estate Planning
College Funding
Wealth Stewardship
Portfolio Management
Details
- Year established: 2009
Highlights and features
- We operate under a fiduciary standard, legally bound to act in your best interest.
- Our fee-only model eliminates conflicts of interest from product commissions.
- We offer transparent, low-cost investment strategies with broad diversification.
- Our team holds advanced certifications including CIMA, AIF, and CFP designations.
- We provide comprehensive digital tools for real-time portfolio and plan monitoring.
Associations and certifications
- Investments & Wealth Institute
- Financial Planning Association
- Center for Fiduciary Studies
- SEC (Securities and Exchange Commission)
Services
Financial Planning
Our goals-based financial planning creates personalized roadmaps for clients' financial futures. We analyze current resources, define specific objectives, and develop actionable strategies that evolve with life changes. This comprehensive approach ensures clients maintain focus on their long-term goals while adapting to market conditions and personal circumstances.
Asset Management
We construct diversified, tax-efficient investment portfolios tailored to individual risk tolerance and financial objectives. Our disciplined approach combines broad diversification with periodic rebalancing to maintain optimal asset allocation. This strategy aims to minimize unnecessary risk while pursuing consistent, goal-aligned returns through changing market environments.
Retirement Preparation
Our retirement planning service evaluates current financial status and projects future needs to create sustainable income strategies. We analyze Social Security optimization, pension considerations, and withdrawal planning while maintaining focus on long-term portfolio sustainability. The process ensures clients can maintain their desired lifestyle throughout retirement years.
Legacy Planning
We help clients establish comprehensive legacy plans to preserve and transfer wealth according to their wishes. This includes creating digital vaults for important documents, coordinating with legal professionals, and developing strategies for charitable giving. Our approach ensures smooth wealth transition while minimizing tax implications for beneficiaries.
Institutional Services
We provide specialized investment management for trusts, foundations, and retirement plans. Our services include fiduciary oversight, regulatory compliance guidance, and customized portfolio construction. This institutional expertise helps organizations meet their financial obligations while maintaining proper governance and risk management practices.
People
Sam Taylor
Founder
With over 40 years of experience, Sam founded Wealthview Capital in 2009 as an independent wealth management firm. He holds multiple certifications including CIMA, AIF, and CRPC, and has been recognized as a Leader in Finance by the Mississippi Business Journal.
Michael Tuskey
Wealth Management Specialist
Michael brings over a decade of analytical experience, including complex claims evaluation for the Deepwater Horizon settlement. He holds CRPS and WMS designations and graduated from the University of Virginia, actively participating in the UVA Alumni Association.
Austin Hurt
Director of Client Services
Austin oversees client operations with expertise in asset management and retirement planning. A University of Southern Mississippi graduate, he combines technical proficiency with personalized service to enhance client experiences while maintaining active community involvement.
Miriam Fair
Director of Marketing
Miriam manages marketing initiatives and client events with a background in communications and journalism. Holding advanced degrees from Syracuse and Tulane Universities, she brings strategic communication expertise to Wealthview's client engagement efforts.
Kit Prestridge
Operations Specialist
Kit provides operational support with a Certified Financial Planner designation. She holds accounting and MBA degrees, bringing extensive financial services experience to Wealthview's day-to-day operations while maintaining active professional affiliations.
Questions
What services does Wealthview Capital offer?
We provide comprehensive financial planning, asset management, retirement preparation, legacy planning, and institutional investment services tailored to individual and organizational needs.
Are you fiduciary financial advisors?
Yes, we operate under a fiduciary standard, legally required to act in our clients' best interests at all times without conflicts from product commissions.
How are your fees structured?
We charge a flat annual fee based on assets under management, billed quarterly, with full transparency and no hidden costs or product commissions.
Do you work with out-of-state clients?
Yes, we serve clients throughout the continental United States from our Jackson, Mississippi and New Orleans, Louisiana offices.
What makes Wealthview different from other advisors?
Our fee-only model, fiduciary commitment, ensemble team approach, and focus on minimizing unnecessary risk through diversified portfolios distinguish our client-centered service.
How do I get started with Wealthview Capital?
Contact us through our website or phone to request a financial questionnaire, then schedule a discovery meeting to discuss your specific financial goals and needs.
