During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients' needs first, delivering objective and comprehensive service and support. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
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Wilshire Consultants, Inc., formerly known as Wilshire & Associates, Inc. was founded in 1971 by R. B. (Rick) Wilshire to provide services to individuals, private businesses, law firms, and accounting firms. Primarily known as a firm that provided tax services, business consulting, and bookkeeping services, Rick affiliated with H. D. Vest Investment ServicesSM in 1989 to provide a form of "one stop shopping" that includes financial planning services, brokerage services, retirement plan services and consulting, insurance services, and money management. Our company was founded upon principles that place the utmost value on the financial goals and objectives of our clients. We are in the business of building long term, solid relationships that are based upon trust and quality client services.
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Meet Sam Cook, Your Series 65 Full Service Licensed Financial Advisor Sam Cook's grandparents were farmers and lived in the small town of Fountain Inn (near Greenville, South Carolina). His family raised cattle and large crops of cotton and soybeans. As a result of his time on the family farms, he has great appreciation for hard work that is demanded on the farm and what it is like to live "close to the land". While he was growing up, Sam's father and mother owned a small grocery store. Sam was able to pump gas and help customers in the store as early the age of 10. The family later owned a Baskin-Robbins ice cream store. After graduating with a BA from Furman University, he then moved to Fort Worth where he earned his Masters degree. He met Julie who had been widowed at the age of 25 with two precious daughters. After dating for a couple of years, Sam and Julie were married in July, 1981. They just celebrated their 35th wedding anniversary. They have 3 daughters, 1 son and 5 grandchildren ranging from 11 months old to 13 years old. Sam worked nearly 10 years as a Vice-President of a Christian publication company based in Fort Worth. Then he founded a successful computer consulting company where he served clients in the Printing, Publishing, Advertising and Graphic Design industry for 6 years. Sam began his career in Financial Services with John Hancock in 1996...
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At WSA, we are committed to the belief that "we are the right advisors for the right people." This is your journey, your decisions, and your life. We will move forward only upon mutual agreement to collaborate and your determination that we can effectively support your needs.
