Woodforest Wealth Strategies

Woodforest Wealth Strategies, founded in 2000, has established a strong presence in the financial services and wealth management industries. With the slogan "The higher level of guidance your wealth deserves," Woodforest Wealth Strategies (WWS) has consistently provided tailored wealth management solutions to a diverse client base including individuals, businesses, and non-profits. Currently, the company manages assets totaling $2.1 billion as of May 2023. The company prides itself on the extensive experience of its financial advisors, with an average of over 20 years in the financial industry. A key strength lies in their collective specialized knowledge, enabling them to offer insightful guidance while upholding professionalism, ethics, and integrity. Additionally, WWS serves clients through nine locations, with seven in Texas and two in Florida. Woodforest Wealth Strategies is a part of the larger Woodforest Financial Group, which encompasses Woodforest National Bank and its wide network of over 700 branches in 17 states. The practice utilizes Raymond James as its broker dealer. Notably, the company emphasizes that its investment and insurance products are not insured by bank insurance, the FDIC, or any other government agency, and are subject to risks, including the potential loss of principal. Overall, Woodforest Wealth Strategies has positioned itself as a reputable player in the wealth management space, leveraging its extensive experience, strong network, and commitment to tailored client solutions. While specific details about the most recent investments and investors are not available, the company's proven track record and its association with prominent financial entities make it an interesting prospect for potential investors seeking opportunities in the financial services sector.