Saorsa Wealth Management LLC: Gerald Finley

Freedom to... Freedom is the ability to live in accordance with your personal values and beliefs. At Saorsa Wealth, we are committed to these core values and helping our clients find their Saorsa.

Financial advisor in Colleyville, TX (show on map)

Boutique financial advisory firm offering personalized wealth management services emphasizing financial freedom through tailored investment advisory solutions.

Call (817) 481-2339

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About

Saorsa Wealth Management LLC, founded by Jackie and Gerald Finley in March 2023, is a boutique financial advisory firm that emphasizes the meaning of 'Saorsa,' the Gaelic word for 'freedom.' This name reflects the firm's commitment to helping clients pursue financial freedom through personalized wealth management services. With over 60 years combined experience, the Finleys focus on providing tailored investment advisory solutions, building long-term relationships, and creating flexible financial plans designed to empower clients to reach their personal and financial goals.

Personalized, client-focused approach

Comprehensive suite of financial services

Commitment to financial freedom ('Saorsa')

Experienced founding team with over 60 years of combined experience

Services

Comprehensive Wealth Management

Encompasses a full range of personalized financial services including investment management, retirement planning, estate planning, tax planning, insurance planning, education planning, and cash flow management.

Tailored investment strategies Retirement planning Estate planning Tax planning Insurance planning Education planning Cash flow and budget management

Investment Management

Tailored investment strategies designed to help meet each client's risk tolerance, time horizon, and financial objectives, including portfolio construction, asset allocation, and ongoing management.

Customized portfolio construction Ongoing portfolio management Risk management Tax-efficient strategies Sustainable and impact investing Income generation Client-centric advice

Financial Planning

Provides a comprehensive roadmap to pursue financial goals, covering analysis, goal setting, retirement planning, tax planning, education planning, estate planning, insurance planning, philanthropy, and ongoing management.

Comprehensive financial analysis Goal setting (short- and long-term) Retirement planning Tax planning Education planning Estate planning Insurance planning Philanthropy and charitable giving Ongoing financial plan management

Credentials & Certifications

Registered Representative

Investment Advisor Representative

CFA (Chartered Financial Analyst)

Frequently Asked Questions

What is Saorsa Wealth Management's approach to investment management? +

Saorsa Wealth Management offers tailored investment strategies designed to meet each client's risk tolerance, time horizon, and financial objectives, including portfolio construction, asset allocation, and ongoing management.

How does Saorsa Wealth Management help with retirement planning? +

Saorsa Wealth Management provides customized retirement strategies that help clients create retirement income streams, optimize Social Security and pension benefits, and plan for long-term care needs.

What services does Saorsa Wealth Management offer for estate planning? +

Saorsa Wealth Management assists clients in creating estate plans that ensure assets are distributed according to their wishes, with minimal tax implications for heirs, including wills, trusts, and beneficiary designations.