For the past 25 years, James has helped clients define and achieve their financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax-efficient manner. His goal is for Texas Financial & Retirement to serve as the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees. James has held his insurance license since 1988 and in 2006 he passed the Series 65 securities exam to become an Investment Adviser Representative. James holds a bachelor's degree from Stephen F. Austin State University in Huntsville and a master's degree from Our Lady of the Lake
Vernon Hargrave is a "Retirement Architect". Custom retirement plans tailored to the clients goals and dreams for a financially secure retirement. If you are already retired, perhaps improvements can be made. Ir you are planning retirement, we can help you achieve your goals and dreams. Give us a call for a no obligation, one hour session to see if we can help you. 903-348-55789
M.S. Wealth Management is a fiduciary-focused financial advisory firm based in Tyler, Texas. We specialize in personalized wealth management strategies designed to help individuals, families, and business owners build, preserve, and transfer wealth with confidence. As fiduciaries, all of our advisors are legally bound to put our clients’ best interests first—providing transparent, fee-based guidance without hidden agendas. Our services include retirement planning, investment management, risk mitigation, tax-conscious strategies, and comprehensive financial planning tailored to each client’s unique goals. At M.S. Wealth Management, we combine financial experience with a client-focused approach.
Making Sense of Investing 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.
Making Sense of Investing 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.
