Womack Financial
Your personal wealth manager, advising on and managing both public and private investments.
Womack Financial · Dallas, Texas
Is this you, Josh?
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About
Independent Investment Management: We provide independent financial advice for both public and private investments, conduct due diligence, and manage investments on behalf of our clients. We are fiduciary and fee-only advisors (as in, we have no "products" to sell), which allows us to focus on one thing - our clients.
• Investment Management for Individuals, Family Offices, and Small Businesses • Sourcing and Due Diligence for Private Investments
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Retirees
- Real estate investors
- Cross-border families
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Alternative Investments
- Charitable Giving
- ESG/Impact Investing
- Family Office Services
- Financial Advice & Coaching
- Portfolio Management
- Stock Option Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Cash Flow Planning
- Estate Planning
- Life Transition Planning
Structured record
| Name | Womack Financial |
|---|---|
| Firm | Womack Financial |
| Location | Dallas, Texas |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2011 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Blend of both |
| Website | www.womackfinancial.com |
| https://www.linkedin.com/in/joshwomack/ |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing