Investment Services
Helping you turn your investment goals into reality.
We’re Ready to Help You
Starting your investment journey, or managing an extensive portfolio, can be an overwhelming task. That’s why our financial consultants are ready to help make managing your investments easier with the services and tools you need to grow and protect your wealth. From financial advice to hands-on guidance, we’re here to assist you in creating a plan and staying on track.
What We Offer
Start Investing
Create your financial plan and start investing in your future. By starting early with a plan in place, even small investments can lead to substantial savings in the future for whatever your goal may be.
Manage Your Investments
Your Wellby financial consultant is available to assist you in managing your investment portfolio. From answering questions to helping you choose the investment that best matches your financial plan, we’ll be here to help guide you every step of the way.
Build Wealth
By building wealth or growing what you have, you can have the confidence knowing your money is working for you. Chart your growth plan and build toward your sustainable future and investment goals.
Wealth Management
You don’t need to tackle your investment plan and portfolio alone. Your financial consultant will partner with you to help you manage your investments and stay on track with your personal goals.
Schedule an Appointment
We’re here for you when you need us. Schedule an appointment by calling us directly at 832-353-6109 to speak with a financial consultant to start your journey with a partner who’s invested in your success.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wellby Financial and Wellby Financial Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wellby Financial Investment Services, and may also be employees of Wellby Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wellby Financial or Wellby Financial Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Wellby Financial (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.