WealthMetrix
Share
We are an independent, fiduciary, financial planning and investment management firm with offices in Rockwall and Addison. Securities and advisory services offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
01/28/2026
Walking into the office this morning, I’m reminded how much and the does for Downtown Rockwall. Whether they’re clearing snow & ice, blowing leaves, or picking up trash, they always keep Downtown Rockwall clean and safe for business owners, residents, and visitors. Much appreciated!
09/06/2025
Estate planning involves some of the most uncomfortable conversations you'll ever have.
Who will inherit your assets?
Who would take care of your minor children?
What are your wishes for medical care if recovery isn't possible?
These are heavy questions that are not easy to answer.
But when you finally decide to address them, you will feel a huge sense of relief.
A relief that your assets will go to the right people. That your desires have been communicated. That the framework is in place to handle decisions smoothly. Most importantly, that your family will be okay.
This week's newsletter is about the essential estate planning moves every family should make:
As a financial planner, people often ask me, "What's the best way to build wealth?"
There are four primary ways, and you could be successful utilizing any combination of the four.
While it's important to understand the potential benefits and tradeoffs of each approach, what matters most is knowing yourself. Your unique circumstances, skills, and preferences should be the driving force behind your wealth-building strategy.
This week's newsletter is all about helping you answer this question. You can find it on our website at: mywealthmetrix.com/blog
Click here to claim your Sponsored Listing.
Category
Contact the business
Website
Address
102 South Goliad Street, Suite 101
Rockwall, TX
75087
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
