Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service. With decades of experience, complementary skills, and a collaborative spirit, we’ve built a deep bench to serve a variety of client needs in a complex financial world—making us better together.
View Top Employees from WealthVisory| Website | https://www.wealthvisory.com |
| Employees | 5 (4 on RocketReach) |
| Founded | 2022 |
| Address | 7110 Pecan St, Frisco, Texas 75034, US |
| Industry | Financial Services |
Looking for a particular WealthVisory employee's phone or email?
WealthVisory Questions
Brian Fees is the Managing Partner and Co-Founder of WealthVisory.
4 people are employed at WealthVisory.
WealthVisory is based in Frisco, Texas.
Top WealthVisory Employees
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Brian Fees
Managing Partner and Co-Founder at WealthVisory
Gonzales, TX, US31 -
Casey Waits
Managing partner and Owner at WealthVisory
Frisco, TX, US35 -
George Lollis
Managing Partner and Owner at WealthVisory
Dallas, TX, US5+5 -
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