Personal Loan
Fixed-rate personal loans for major purchases, debt consolidation or life events, structured so your long-term wealth plan stays intact.
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Independent wealth advisors in Lubbock, TX
Clear advice for growing lasting wealth.
Wealth Advice Guide helps West Texas families and business owners invest wisely, borrow smartly, plan for taxes and protect everything they have built.
Balanced portfolios
Tax-smart strategies
Protected legacy
Areas of advice
Advice for every part of your wealth
Investing
Portfolios and asset allocation
Retirement
401(k), IRA and income plans
Real Estate
Homes and investment property
Taxes
Smart federal tax strategies
Protection
Insurance for every stage
Estate
Wills, trusts and legacy
Licensed advisors
About Wealth Advice Guide
Independent advice, built around you
Wealth Advice Guide is an independent wealth advisory firm in Lubbock, Texas. We bring investing, lending, tax and insurance advice together, so every decision supports one clear plan for growing and protecting your wealth.
- 01
Independent advice
Recommendations based on your goals, not commissions.
- 02
Whole-picture planning
Investments, taxes, insurance and estate needs working together.
- 03
Long-term partnership
Regular reviews as your life and the markets change.
Our Services
All services
Services for building and protecting wealth
Credit Loan
Flexible credit lines and credit-builder loans, with advice on using credit wisely to lower borrowing costs and support your goals.
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Mortgage Loan
Purchase, refinance and investment property mortgages across Lubbock and West Texas, compared across lenders for the best fit.
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Wealth and Investment Planning
Personalized portfolios, retirement planning and asset allocation advice designed to grow and preserve your wealth over time.
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Tax Advisory
Federal tax planning and preparation for Texans, including strategies for investments, retirement withdrawals and business income.
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Insurance Services
Life, health, home, auto and umbrella coverage compared across trusted carriers to protect the wealth you are building.
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Our Method
Discover. Design. Deliver. Develop.
01
Discover
We learn about your income, assets, debts, family and the goals that matter most to you.
02
Design
We build a personalized plan covering investments, borrowing, taxes, insurance and estate needs.
03
Deliver
We put the plan into action, from opening accounts to arranging loans and coverage.
04
Develop
We review, rebalance and refine your plan as markets and your life change over time.
Free resource
Your annual wealth checklist
A yearly review keeps your wealth plan on track. Work through this list yourself, or let us do it with you.
Review It With an Advisor- Review your asset allocation and rebalance if needed
- Increase retirement contributions when your income grows
- Check beneficiaries on retirement and insurance accounts
- Update your will after major life events
- Review investment fees and expense ratios
- Plan the tax impact of withdrawals and sales
- Confirm your liability coverage matches your net worth
- Schedule a yearly review with your advisor
Testimonials
Clients who trust our advice
Wealth Advice Guide built a portfolio that finally matches my goals and my comfort with risk. Their explanations are always clear.
ARAllison Redmond
They refinanced our Lubbock home and helped us put the monthly savings toward retirement. A smart plan from start to finish.
BHBryce Holcomb
With their help we set up our wills, updated our beneficiaries and organized everything in one place. Real peace of mind.
KDKelsey Dunbar
Their tax team showed me how to manage my retirement withdrawals in a more tax-efficient way. Excellent advice.
TCTrent Calloway
They compared our home, auto and umbrella coverage and found better protection for less. Honest and thorough.
MVMallory Vance
Patient, knowledgeable and never pushy. I trust Wealth Advice Guide with every part of my financial future.
GAGrant Ashby
Latest Blog
All articles
Wealth guides from our advisors
Asset Allocation Explained: Balancing Stocks, Bonds and Cash
How you divide your money between different investments has a big effect on risk and return. Learn the basics of a balanced portfolio.
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Estate Planning Basics: Protecting the Wealth You Have Built
Estate planning is not just for the very wealthy. A few key documents make sure your wishes are followed and your family is cared for.
Read articleGet clear, independent advice for your wealth.
Book a free wealth review with a licensed advisor in Lubbock.