EverSource Wealth Advisors Ft. Worth

EverSource Wealth Advisors Ft. Worth is a financial planner in Fort Worth, TX. They specialize in comprehensive financial planning and investment management for aerospace and defense professionals who are retiring within the next decade. The team offers tailored services such as tax planning, insurance risk management review, benefits optimization, charitable giving strategies, retirement income planning, social security planning, and legacy planning. With a perfect 5.00 rating, EverSource Wealth Advisors provides clients with confidence in their financial future.

David Sandhu, CRPC, leads the team after transitioning from his career as a rocket scientist to help others navigate complex financial decisions following his father’s passing. The team comprises experienced professionals including Mark Wesson, CFP®, CKA® (Chief Executive Officer), Daniel Phillips CFA®, CFP® (Director of Investments), Glenn Waddell (General Counsel), Ed Hart (Director of Marketing), Rhonda F. Hitchcock, CTFA, AEP® (Chief Operations Officer), and Anna Barr (Client Service Associate). Their process includes a discovery meeting to review the Financial Freedom Blueprint, followed by a follow-up session to address any questions and ensure value alignment.

EverSource Wealth Advisors Ft. Worth has a well-optimized website that ensures clear communication of their services and values across search engines, making it easy for clients to find comprehensive financial guidance.

With a strong emphasis on aligning investments with personal values and goals, EverSource Wealth Advisors in Fort Worth provides aerospace and defense professionals with the confidence needed for secure retirements.

Services:

• Financial Planning
• Insurance & Risk Management Review
• Investment Strategy
• Retirement Income Strategies
• Tax Planning