PLAN FOR A BRIGHT FUTURE.
Bringing financial strategies to light through honest, safe & smart investing.
It’s not just about money – it’s about your entire life. By following a disciplined, research-based approach, we can build a diversified portfolio of high-quality investments that over the long-term have the potential to provide positive returns with lower risk.
KNOWLEDGEABLE INVESTING & ADVISING
Strategically navigating the ins and outs of investment strategies – with a solid grasp of market insights – our mission is to provide comprehensive, objective investment and financial guidance.
We focus on asset preservation and enhancement through the implementation of sophisticated investment strategies, and look to further enhance our clients’ lives through the alignment of their wealth and their life goals.
RELATIONSHIPS BUILT UPON TRUST & INTEGRITY
With a dedication to conducting first class business in a first class way, our core beliefs are doing the right thing, putting clients first, leading with holistic ideas and ensuring trust is gained. We work with you to build confidence while successfully approaching your goals.
We are dedicated to building genuine relationships and helping people when they need it most, offering a full range of services to individuals and families alike.
DEDICATION TO LEARNING & STAYING CURRENT
Whether your interest is in investments, securing stocks and bonds, or establishing unconstrained portfolios – by performing market research and staying current with financial trends – we stay educated on debt management tools, while maintaining compliance with industry and federal regulations.
Combined with a wealth of comprehensive experience, our main focus is to stay top of market so you don’t have to.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you quit, try. Before you retire, save. Before you die, give.
William A. Ward
Have you preserved wealth to pursue your financial goals?
LUMINARY WEALTH ADVISORS
1210 Bonner Street
McKinney, TX 75069
(P) 214.701.6590
Luminary Wealth Advisors 