Business Details
Trusted Financial Planning & Wealth Management in Fort Worth, TX
Brazos Wealth Advisors is a client-focused financial planning and wealth management firm dedicated to providing personalized solutions for individuals and organizations. Our mission centers on delivering peace of mind through proactive financial strategies tailored to each client's unique needs. We operate exclusively for our clients' benefit, maintaining transparency and integrity in all our advisory services. With decades of combined experience in financial services and law, our team prioritizes long-term relationships built on trust and expertise.We specialize in anticipating financial challenges and implementing forward-thinking solutions while maintaining a commitment to ethical investment practices. Our approach combines deep industry knowledge with a personalized touch, ensuring clients receive comprehensive guidance aligned with their life goals and values.
Services
Young Professional Planning
Family Financial Plans
Trust Management
Corporate Advisory
Investment Advising
Highlights and features
- We act exclusively in our clients' best interests at all times
- Our team combines financial planning and legal expertise
- We implement proactive solutions tailored to individual needs
- We maintain transparency in all financial advisory services
- Our professionals hold advanced certifications in financial planning
Associations and certifications
- CFP (Certified Financial Planner)
Services
Young Professional Planning
Specialized financial strategies for early-career professionals seeking long-term wealth growth. Our service focuses on debt management, retirement planning, and investment education tailored to young professionals' unique needs. We help establish solid financial foundations through personalized guidance and practical implementation.
Family Financial Plans
Comprehensive financial solutions for families navigating complex wealth management decisions. This service integrates estate planning, education funding, and intergenerational wealth transfer strategies. Our approach ensures family financial security while addressing specific goals like college savings and legacy planning through coordinated professional guidance.
Trust Management
Specialized trust administration and management solutions for individuals and families. Our service covers trust creation, asset protection strategies, and distribution planning. We provide expert guidance on legal compliance and tax implications while maintaining focus on clients' long-term wealth preservation objectives through personalized trust structures.
Corporate Advisory
Tailored financial consulting services for business owners and corporate entities. This includes succession planning, executive compensation strategies, and business investment management. Our approach combines industry-specific insights with practical implementation to help business owners achieve both personal and organizational financial goals through coordinated advisory solutions.
Investment Advising
Customized investment strategies aligned with individual risk profiles and financial objectives. Our service emphasizes diversified portfolio construction, ongoing performance monitoring, and tax-efficient investment approaches. We maintain a client-first philosophy, ensuring all investment decisions directly support clients' long-term financial goals through transparent advisory processes.
People
Wes Shannon
Certified Financial Planner
With decades of financial services experience, Wes founded SJK Financial Planning before merging to create Brazos Wealth Advisors. He holds a BBA in Financial Planning from UNT and actively participates in professional associations while maintaining diverse personal interests.
Derek Dansby
Certified Financial Planner, Attorney
Combining legal expertise with financial planning, Derek established Dansby Wealth Management before forming Brazos Wealth Advisors. A Rice University graduate and SMU law alumnus, he serves professional associations and local community organizations while managing family business interests.
Questions
What services does Brazos Wealth Advisors offer?
We provide comprehensive financial planning, investment advising, trust services, and corporate advisory solutions tailored to individual and organizational needs.
How can I become a client?
We currently accept new clients by referral only. Non-referred applicants can submit a consideration request through our website.
What areas do you serve?
Our primary service areas include Fort Worth, TX and Iowa Park, TX with personalized financial solutions for local clients.
What makes your firm different?
We work exclusively for our clients, maintain complete transparency, and combine financial planning expertise with legal knowledge in our advisory approach.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners and licensed attorneys with extensive experience in financial services and estate planning.
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