Wes Young Email and Phone Number
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Wes Young & Associates is an Austin-based financial services firm working with successful business owners, executives and families in the areas of wealth management, retirement planning, family protection, estate and legacy planning, business succession and exit planning, executive benefits, and philanthropic planning. I founded the firm in 2003 with the purpose of helping people create more than they consume financially. This purpose was rooted in a reality that I had been unconsciously discovering since childhood, and that’s the fact that we all run out of time and money before we run out of ideas and opportunities to pursue. As a result, it’s easy to inadvertently pursue what screams the loudest, while neglecting what truly matters the most.I have dedicated my professional life to providing clients and their advisors with the clarity and direction needed to identify and pursue their best financial opportunities. In addition to working with our private clients, I lead our team to optimize resources and focus on opportunities to improve and maintain the integrity of our organization as we continue to grow. I’m a frequent speaker at leadership conferences, financial firms, business groups and churches, and I’m the author of “From Busy to Rich” available on Amazon.To learn more about our firm and how we may be of service to you, I invite you to connect with me here on LinkedIn or visit our website at www.WesleyYoung.com.
Wes Young & Associates
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Founder And CeoWes Young & Associates Mar 2003 - PresentAustin, Texas AreaAt Wes Young & Associates, we work with business owners, executives and families, utilizing a comprehensive financial planning process designed to coordinate and orchestrate the many aspects of each client’s life into a cohesive whole. Our holistic planning approach begins with us spending time with you and asking questions about where you are financially and the types of things that are important to you. Once we have this clarity, we are able to identify and discuss the areas of planning that may be most valuable to what you are trying to accomplish. We then provide you the context you need to choose the best path in each of those areas, and coordinate the execution and ongoing management of the agreed upon direction.CORE SERVICES- Wealth management- Retirement planning- Family protection- Estate and legacy planning- Business succession and exit planning- Executive benefits- Philanthropic planning
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Author And Professional SpeakerWes Young & Associates Mar 2003 - PresentTopics include: · “From Busy to Rich” – Thinking that changes your financial future· “From Busy to Rich Business” – Thinking that changes how you build wealth· “What do you do?” - The most profitable question you’ll ever answer· “Are We There Yet?” - Thinking that creates sustainable progress· The “Why” Approach to Planning – Taking people from busy to rich· “The Priority Principle” – Preparing to receive the life your looking for· “The Exit Strategy” – Thinking that creates options
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Financial AdviserEagle Strategies, Llc Jan 2005 - PresentThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.----------WES YOUNG is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, IA, LA, MA, MI, MT, NY, TX, and WI. No insurance business may be conducted outside these states referenced. WES YOUNG is a Registered Representative of securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, IA, LA, MA, MI, NY, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced. WES YOUNG AND ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates. WES YOUNG is also separately registered as investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser offering advisory services in the states of CO, FL, IA, LA, MA, MI, NY, TX, and WI. As such, these services are strictly intended for individuals residing in these states. Neither WES YOUNG AND ASSOCIATES, its employees nor New York Life Insurance Company or its affiliates offer tax, legal or accounting advice.
Wes Young Skills
Frequently Asked Questions about Wes Young
What company does Wes Young work for?
Wes Young works for Wes Young & Associates
What is Wes Young's role at the current company?
Wes Young's current role is Founder and CEO of Wes Young & Associates, a Holistic Financial Planning Company Based in Austin, TX.
What is Wes Young's email address?
Wes Young's email address is wr****@****oup.com
What is Wes Young's direct phone number?
Wes Young's direct phone number is (888) 695*****
What skills is Wes Young known for?
Wes Young has skills like Retirement Planning, Small Business, Leadership, Estate Planning, Strategic Planning, Public Speaking, Investments, Insurance, Team Building, Strategy, Financial Services, Marketing.
Who are Wes Young's colleagues?
Wes Young's colleagues are Preston Neumann, Cfa, Cody Moore.
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