Wealth Strategy Advisors

Wealth Strategy Advisors We are trusted financial practitioners working with entrepreneurs, professionals and retirees. Rebecca D.

Turner, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Strategy Advisors are not affiliated.

It is not always about how much you make.What you are able to keep, use, save, and invest can have a meaningful impact o...
07/17/2026

It is not always about how much you make.

What you are able to keep, use, save, and invest can have a meaningful impact on your financial future.

That is why one of our Core Agreements is:
Paying as little income tax as legally possible can contribute to your financial success.

Thoughtful tax planning may help you make more informed decisions throughout the year, not just when it is time to file a return.

Because when it comes to building financial success, what you keep can matter just as much as what you earn.

“Begin with the end in mind.”— Stephen R. CoveyHave you read one of Stephen Covey’s books?Drop the title in the comments...
07/15/2026

“Begin with the end in mind.”
— Stephen R. Covey

Have you read one of Stephen Covey’s books?
Drop the title in the comments, or give this post a ❤️ if one has influenced the way you think.

That same idea applies to financial planning, too. Knowing what you are working toward can help bring more purpose to the decisions you make today.

07/13/2026

A stock is more than a ticker symbol on a screen.

At its core, it represents ownership in a real company.

That idea is at the heart of value investing: looking beyond the day-to-day price movement to consider a company’s underlying financial strength, business model, leadership, and long-term potential.

The goal is not to chase what is getting the most attention today. It is to ask a different question:
What is this business actually worth?

Value investing is only one approach, and it takes careful research, patience, and an understanding of the risks involved. But it is a helpful reminder that successful investing is often less about reacting to headlines and more about maintaining perspective.

Read more about value investing in our latest newsletter:
https://www.wealthstrategyadvisors.net/What-Is-Value-Investing.c10537.htm

07/10/2026

Fort Worth is home for us.

It is where our office is based, where many of our relationships began, and where we continue to be connected to the people and businesses around us.

At the same time, life, work, family, and retirement do not always stay in one place.

Through in-person and virtual conversations, we are grateful to serve clients in several states while continuing to bring a personal, relationship-centered approach to every conversation.

https://www.wealthstrategyadvisors.net

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of CA, CO, FL, KS, KY, MN, MS, NC, TX, VA, and WA.

07/07/2026

Does buying a home feel out of reach right now?

You are not alone. Higher home prices, changing interest rates, and limited inventory have made the path to homeownership feel more complicated for many people.

That does not mean the goal is off the table. It may simply mean the plan looks different than it did a few years ago.

A few areas that can help you prepare:
✔️ Strengthen your credit
✔️ Build your down payment over time
✔️ Explore programs available to first-time buyers
✔️ Consider the financing options and home types that may fit your situation

Your first home does not have to be your forever home. For some, it is an important first step toward building stability and creating more options for the future.

No matter where you are in the process, having a thoughtful plan can help you move forward with greater clarity.

Read more about navigating today’s housing market in our latest newsletter:
https://www.wealthstrategyadvisors.net/Locked-Out-How-to-Break-Into-Todays-Housing-Market.c10536.htm

07/02/2026

Happy Fourth of July from all of us at Wealth Strategy Advisors!

Rebecca has a fun fact about one of the holiday’s most popular foods in today’s video.

Give it a watch, then tell us: what is your favorite Fourth of July food?

Our office will be closed Friday, July 3, in observance of the holiday.

You may have noticed more apps and websites prompting you to set up a passkey.So, what exactly is it?A passkey is a pass...
06/30/2026

You may have noticed more apps and websites prompting you to set up a passkey.

So, what exactly is it?

A passkey is a passwordless sign-in option that uses your personal device, like your phone, tablet, or computer, to verify your identity. Instead of typing in a password, you may unlock your device with your fingerprint, face recognition, PIN, or another secure method.

Why does this matter?
Passwords can be guessed, stolen, reused, or exposed in a data breach. Passkeys are designed to be unique to each account and more resistant to phishing attempts.

They have not replaced passwords everywhere yet, but their use is growing. In the meantime, it is still important to use strong, unique passwords, consider a password manager, and turn on multifactor authentication when available.

A small security update today can help better protect your personal and financial information tomorrow.

We’re almost halfway through the year,which makes this a great time to pause and ask: - Are your goals still the same? -...
06/25/2026

We’re almost halfway through the year,
which makes this a great time to pause and ask:

- Are your goals still the same?
- Has your cash flow changed?
- Are you saving enough for what’s ahead?
- Is any one investment becoming too large of a piece of your overall picture?

A mid-year check-in doesn’t have to mean making major changes. Sometimes it simply helps you see what is working, what needs attention, and where you may need a better plan.

Your money should support your life, not create more stress in it.

If it has been a while since you reviewed your financial picture, now is a good time to start the conversation.

Tax season may be over, but your tax return can still tell you a lot.Before you file it away, take a closer look. It may...
06/22/2026

Tax season may be over, but your tax return can still tell you a lot.

Before you file it away, take a closer look. It may help you answer questions like:
- Are your retirement contributions on track?
- Is too much, or too little, being withheld from your paycheck?
- Could your savings or cash be working harder for you?
- Do you need to adjust your financial strategy before the end of the year?

A tax return is more than a once-a-year paperwork task. It can be a helpful snapshot of your income, savings habits, and opportunities to plan more intentionally.

Mid-year is a great time to review where you are and make thoughtful adjustments before next tax season rolls around.

Disclaimer: This information is not intended as tax, legal, investment, or retirement advice. Please consult with your tax, legal, or financial professional before making decisions.

06/19/2026

Happy Father’s Day from all of us at WSA.

Rebecca is sharing a few Father’s Day “facts” in this video.

Give it a watch, then tell us, what do you think the new Father’s Day gift trend should be?

Address

3265 Lackland Road
Fort Worth, TX
76116

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18177321004

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