TX · Colleyville

Fiduciary advisors in Colleyville, TX

1 advisor with offices in Colleyville. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Colleyville

Saorsa Wealth Management LLC: Gerald Finley

Colleyville, Texas

Saorsa Wealth Management LLC is a boutique advisory firm founded in March 2023 by Jackie and Gerald Finley, based in Colleyville, Texas. The firm provides investment management and wealth planning services, drawing on over 60 years of combined experience between its principals. The firm's approach emphasizes personalized advisory solutions and long-term client relationships designed around individual financial and personal objectives.

View details

Financial advisors in Colleyville, Texas

Advisors serving Colleyville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Texas advisors