WealthVisory

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WealthVisory

WealthVisory, a new wealth management firm focused on the highest level of service.

07/17/2026

Every week brings new headlines...
• Inflation reports
• Market volatility
• Bank earnings
• Interest rate speculation

This week is no different, with investors watching inflation data, major bank earnings, and comments from the Federal Reserve.

But successful investing isn't about reacting to every headline.

It's about having a disciplined strategy built around your goals, not the daily news cycle.

If recent headlines have you wondering whether your portfolio is still on track, now is a great time for a review.
At WealthVisory, we're here to help you stay focused on what matters most—your long-term financial future.

07/04/2026

Today we celebrate more than fireworks and traditions—we celebrate the courage, sacrifice, and enduring spirit of those who fought to secure the freedoms we enjoy every day.

As we gather with family and friends, we remember those who have served and continue to serve our country with honor.

From all of us at WealthVisory, we wish you a safe, meaningful, and happy Independence Day.
❤️🤍💙

07/03/2026

In observance of Independence Day, our office will be closed on Friday, July 3.

We hope you enjoy a safe and memorable holiday celebrating our nation's freedom with family and friends. We look forward to serving you when we reopen on Monday, July 6.

Happy Fourth of July from all of us at WealthVisory!

06/19/2026

Happy Juneteenth!

Today we celebrate freedom and recognize the significance of this important day in our nation's history.

Please note that the WealthVisory office will be closed on June 19 in observance of the holiday.

We wish you and your family a wonderful Juneteenth!

06/12/2026

Mid-year is a great time to pause and ask yourself:

Are you still on track to meet your financial goals for 2026?
A quick review of your retirement savings, beneficiaries, tax strategy, and overall financial plan can help ensure you're headed in the right direction before year-end.
Small adjustments today can make a big difference tomorrow.

If you'd like to discuss your goals or review your plan, we're here to help.

06/05/2026

We love helping families plan for the future, and sometimes those families grow by four paws at a time.

George recently welcomed these two adorable kittens into the family, and they're already settling right in.

Help us welcome WealthVisory's newest unofficial team members!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country and our freedom. 🇺🇸

In observance of Memorial Day, WealthVisory and the markets will be closed today.

At WealthVisory, we believe Memorial Day is more than just a long weekend. it’s a time to reflect with gratitude on those who served and gave everything for our nation. We are thankful for their sacrifice and the freedoms we enjoy because of them.
Wishing everyone a safe and meaningful Memorial Day weekend.

05/21/2026

In observance of Memorial Day, the office will be closed Monday as we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Please note the markets will also be closed on Monday. If you need to request a money movement or have any time-sensitive financial needs, please reach out to our team today (Thursday) so we can assist you before the holiday weekend.

From all of us at WealthVisory, we are grateful for those who served and sacrificed for our country. Wishing everyone a safe and meaningful Memorial Day weekend.

05/15/2026

At WealthVisory, we don’t believe in doing things 2x better—we believe in thinking 10x.

That mindset shows up in how we serve our clients every day.

This week, we’re highlighting Brian Fees.

What sets Brian apart is his ability to bring clarity, discipline, and purpose to the investment process—especially during uncertain markets. He believes successful wealth management isn’t about reacting emotionally to headlines, but about following a disciplined strategy built to adapt over time.

Brian played a major role in helping develop our SMART Growth Strategies, focusing on building models designed to participate in market growth while actively managing risk along the way. His strategic mindset helps create structure and consistency in an environment where emotions and uncertainty often drive decision-making.

He believes the key to long-term success is having a repeatable process—one grounded in data, trend analysis, and disciplined allocation decisions rather than guesswork or predictions.

More importantly, Brian understands that the real value of a strategy is how it helps clients stay confident during difficult markets and remain focused on their long-term goals.

Brian doesn’t just focus on investment performance—he focuses on helping clients move forward with clarity and confidence.

That’s what 10x thinking looks like.

And it’s what makes our team stronger.

05/07/2026

At WealthVisory, we don’t believe in doing things 2x better—we believe in thinking 10x.

That mindset shows up in how we serve our clients every day.

This week, we’re highlighting George Lollis.

What sets George apart is his ability to stay focused on what creates the greatest impact—not simply doing more for the sake of growth. He believes true growth comes from being intentional, disciplined, and building deeper relationships with the right clients.

George brings a strategic mindset to every relationship, delivering institutional-quality strategies in a highly personal way for families and business owners. He understands that long-term success often comes from simplifying complexity and staying committed to a clear purpose.

One of his strongest beliefs is that saying “no” to distractions creates more room to say “yes” to what matters most. That focus allows our team to serve clients at a higher level and create more meaningful outcomes.

George isn’t focused on incremental improvement—he’s focused on lasting impact.

That’s what 10x thinking looks like.
And it’s what makes our team stronger.

Address

7110 Pecan Street
Frisco, TX
75034

Website

https://www.wealthvisory.com/

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