PLEASE JOIN US IN WELCOMING JOSE SALGADO ...... as a new Client Services Associate at Well Lived Wealth! ?????? Jose has a bachelor's degree in finance, industry experience, and both his FINRA SIE and Series 6 registrations. He will be servicing account needs for our clients and will also be performing a paraplanning function which is critical to the creation of financial plans ?????? as well as to the preparation for annual reviews. When not working or training for his first half marathon ????♂? doing Spartan Races ????♂?Jose spends as much time as possible keeping in touch with his parents who reside in Spain. He loves to talk about how beautiful Europe is and to spend as much time as he can with family. Si, Jose habla Espa?ol! #financialplanning #retirement #growth #spartanraces
Well Lived Wealth, LLC
金èžæœåŠ¡
Houston，Texas 122 ä½å…³æ³¨è€…
Financial confidence for affluent women.
关于我们
Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money. We help high-net worth, women create financial plans to secure their money now and in the future. We know first-hand how hard our clients work for what they have, and how important it is to to go to sleep at night knowing that you and your loved ones are protected for the future. More than that, we help you build a life that reflects your values today. We help our clients navigate the often complicated and emotional issues that come with managing money. Whether you’re divorced, widowed, single, an entrepreneur, executive, retired or a full-time mom, Well Lived Wealth will help you save time, money, and take the stress out of managing your finances. We help you secure and grow your wealth through: - Lifetime wealth forecasting - Retirement Planning - Education Funding - Tax-savings strategies - Life, Disability Income and Long-Term Care Insurance needs assessment - Employer benefit program analysis including 401(k), deferred compensation, stock options, restricted stock units, NUA opportunities and stock concentration risk management - Investment asset allocation analysis - Estate planning, including beneficiary designations, gift planning to family and charity, and trust needs.
- 网站
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https://www.welllivedwealth.com
Well Lived Wealth, LLC的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 2-10 人
- 总部
- Houston，Texas
- 类型
- ç§äººæŒè‚¡
- 创立
- 2016
地点
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主è¦
获å–路线
3200 Southwest Fwy
Suite 1800
US，Texas，Houston，77027
Well Lived Wealth, LLC员工
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Leah Ragiel, MBA
Project Activation Consultant specializing in business planning and project management and activation.
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Molly Reese Ward, CFP? , CDFA?
Financial Consultant at Well Lived Wealth, LLC
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Tate Lowe, CFP?
Financial Planner at Well Lived Wealth, LLC
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Ross Selvaggi
Client Service Associate at Well Lived Wealth LLC
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Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #TradePolicy https://lnkd.in/edZnVRCW
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IT DIDN’T HURT A BIT ……….. well, maybe only for a second! Annual Blood Drive Participation for 2025 ?? The Well Lived Wealth team paused last Thursday to give to others by donating blood. I was glad that Tate was there to give me a market brief while I was donating! #giveblood #CommitForLife #RedCross #WellLivedWealthGivesBack
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LAST CHANCE TO REGISTER FOR TOMORROW’S EVENT Well Lived Wealth and Russell Investments invite you to join us on Tuesday, February 18th at 4:00 pm (CST) Director of Russell Investments, will discuss key indicators for where the economy is going and answer your questions regarding short-term market events in relation to your long-term investment strategies. Please use this link to register: https://lnkd.in/eBjZQiwW Space is limited. Please register at your earliest convenience. Russell Investments is solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. (PPG-7523234.1)
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YOU CAN SAVE A LIFE .... and we can, too! The Well Lived Wealth Team is in the office - not remote - every day giving our ALL for our clients! From time to time we pause to give to others by donating blood and we invite you to join us! The need for blood donations is rising and last year the American Red Cross declared a national blood shortage emergency. Levels were the lowest in 20 years. So come on, save a life! Join us on February 20th. Who knows, you may have a Gulf Coast Regional Blood Center quarter-zip pullover in your future. #giveblood #CommitForLife #RedCross #WellLivedWealthGivesBack Click on the link below to schedule an appointment, but walk-ins are welcome. Must bring I.D. https://lnkd.in/eAc49DrK
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Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #ArtificialIntelligence https://lnkd.in/e7i47idd
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DIVORCE IS A DIFFICULT SEASON OF LIFE and often is the biggest financial transaction those divorcing have ever encountered. Molly Reese Ward, CFP? , CDFA? spoke on camera last week with Derrick Shore and Tessa Barrera of Channel 2’s Houston Life , along with Trey Yates, about navigating this difficult season. ??♀? While Well Lived Wealth, LLC does not promote divorce, we understand that it happens and are here and qualified to help. If you are ready to take that first step, contact us for more information or to schedule a Divorce Consultation. Let us help you breathe ?? again! team@WellLivedWealth.com, 713 402 6456 #Divorce #DivorceSupport #DivorceFinancialPlanning Here is the link to watch the interview in its entirety. https://lnkd.in/g3J_a--k
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THE FINANCIAL ASPECTS OF DIVORCE ARE…. complicated ...to say the least. Here, Molly Ward emphasizes some of the critical considerations to Deborah Duncan on Great Day Houston. https://lnkd.in/eHtjA5En While Well Lived Wealth does not promote divorce, we understand that it happens and have an expertise to help. Molly Ward, CERTIFIED DIVORCE FINANCIAL ANALYST will participate in a quarterly GUIDE TO GOOD DIVORCE seminar on Saturday, February 1st at the St. Regis Hotel and will provide valuable information. Interested parties should look at www.GuideToGoodDivorce.com or reach out to @WellLivedWealth for more details regarding this event and/or a Divorce Consultation at our offices. #Divorce #DivorceSuppor t #DivorceFinancialPlanning
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BUCKLE UP: WHAT’S AHEAD FOR THE MARKET IN 2025. ARE YOU PREPARED? Well Lived Wealth and Russell Investments invite you to join us on Tuesday, February 18th at 4:00 pm (CST) for a review of the fourth quarter of 2024. Roman Samuels, Regional Director of Russell Investments, will discuss key indicators for where the economy is going and answer your questions regarding short-term market events in relation to your long-term investment strategies. Please use this link to register: https://lnkd.in/eBjZQiwW Space is limited. Please register at your earliest convenience. Russell Investments is solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. (PPG-7523234.1)
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MARKET PERFORMANCE IN THE POST-ELECTION CLIMATE: YOUR QUESTIONS ANSWERED Well Lived Wealth and Russell Investments invite you to join us on Tuesday, February 18th at 4:00 pm (CST) for a review of the fourth quarter of 2024. Roman Samuels, Regional Director of Russell Investments, will discuss key indicators for where the economy is going and answer your questions regarding short-term market events in relation to your long-term investment strategies. Please use this link to register: https://lnkd.in/eBjZQiwW Space is limited. Please register at your earliest convenience. Russell Investments is solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. (PPG-7523234.1)
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