Put experience
on your side
For over 50 years, Linscomb Wealth has aimed to help people like you mitigate financial risks and grow your wealth, so that you can live life on your terms and define your own unique future.
As a fiduciary, our aim is to deliver the best advice to you so you can achieve your financial goal, for one single fee.
The Linscomb Wealth Difference
A CUSTOMIZED Solution
Most advisory firms only provide financial planning and investment advice, but smart income tax and estate strategies can help you build wealth faster. With Linscomb Wealth, your team includes professionals with tax and accounting backgrounds, so you can capitalize on this expertise.
PREMIERE SERVICE
You need experienced professionals on your team to maximize your chance of success. Our senior advisors have on average 22 years of experience and have earned advanced certifications and credentials in accounting, tax, law, and investment management.
Cost-Effective
Fees matter, so we provide you with full-service help and unlimited support for one transparent, simple fee. Additionally, our scale as an investment manager can help us to lower your investment expenses, improving your results with no additional risk.
On Your Side
Wall Street is notorious for recommending investments to clients while investing their own personal money elsewhere. Our investment management is done in-house by a multi-disciplined investment committee. Then, we require our voting committee members to invest their own personal investments funds the same way….alongside our clients.
Trusted Advisors
As a fee-only, fiduciary advisor, we uphold the highest ethical standard in the industry. We don’t sell any products. Free of the conflicts of interest so common on Wall Street, we simply provide you with unbiased, objective advice.
Time-Tested
It’s easy for advisors to look good when the market keeps going up. What matters is consistency during uncertain times and unusual markets. Linscomb Wealth has been preserving family wealth for nearly half a century. We stay current with innovations, but we diligently adhere to what works in the long term.
Company Insights
Are we the right fit?
If you’re looking to partner with a wealth management
team, we offer a no-obligation consultation so you can decide if we’re the right fit.
Schedule a Conversation
THIRD-PARTY RANKINGS
The Barron’s ranking was awarded in September 2023 based on data within a 12-month period. The Financial Advisor (FA) ranking was awarded on July 14, 2023, and covers the annual period ending December 31, 2022. L&W paid no fee to Barron’s or FA for the rating. Licensing fees paid post award for use of the Barron’s and FA rankings logo in our marketing materials. See
Important Disclosures for additional information regarding rankings/ratings.
Principal Office:
-
1333 West Loop South
Suite 1500
Houston, TX 77027 -
713.840.1000
*Data as of 3/31/24
The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Linscomb Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Services offered by Linscomb Wealth are not guaranteed or endorsed by Cadence Bank.
Not FDIC-Insured | No Bank Guarantee | May Lose Value
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