Guy Rodgers Private Wealth Strategies is an independent wealth management practice based in Mansfield, Texas. We assist individuals and families in taking control of their financial future by providing ongoing consultative assistance, simplifying, organizing, and executing financial strategies in harmony with our multi-generational clients’ financial lives. O
ur mission is to positively impact each client by coaching, teaching, mentoring, and guiding with genuine authenticity in their best interest, serving them with passion and integrity.
Independent wealth management practice
Concierge care
Focus on multi-generational financial planning
Services
Family Financial Overview
Assess and organize all financial affairs to gain clarity and identify overlooked issues.
Comprehensive financial assessmentIdentification of hidden financial issues
Retirement Planning & Company Benefits
Develop and implement strategies for retirement income, benefits, and legacy planning.
Retirement income strategyBeneficiary planningLegacy planning
Divorce Financial Toolkit
Assist clients and attorneys through the financial aspects of divorce.
Inventory reviewsMediation and settlement strategiesRetirement account transfersBeneficiary designation changes
Credentials & Certifications
J.D.
Since N/A
AAMS
Since N/A
Reviews
Rating
5
★★★★★
Reviews
7
"I would highly recommend them for your future financial security!"
Frequently Asked Questions
What are the 10 critical wealth management concepts you address? +
The 10 critical wealth management concepts include family financial overview, develop a plan, wealth & investment management, liability management, retirement plans & company benefits, retirement income planning, insurance & asset protection, legacy planning & philanthropy, advanced planning, and coordination with CPA & attorney.
How do you assist clients going through a divorce? +
We provide inventory reviews, mediation and financial strategies, transfer of retirement and/or 401(k) accounts, and assist in beneficiary designation changes to ensure proper financial advice and minimize tax and penalty risks.
What is the mission of Guy Rodgers Private Wealth Strategies? +
Our mission is to positively impact each client by providing ongoing consultative assistance, simplifying, organizing, and executing financial strategies in harmony with multi-generational clients’ financial lives, coaching, teaching, mentoring, and guiding with genuine authenticity in their best interest, serving them with passion and integrity.
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