WFG Advisors PDF Print E-mail

Evalutate your clients' wealth from a broader, more holistic perspective.

WFG Advisors provides an array of investment advisory services to choose from whether you are getting started in the fee-based arena or if you want to enhance your existing fee-based business.

Our advisors have the option of being registered:

  • Through our corporate RIA, WFG Advisors, LP
  • As an independent Registered Investment Advisor
  • Through another RIA

Wealth Advisory Solutions

Designed to help you manage your clients' wealth more efficiently, more effectively and with greater confidence.

Powered by a cutting-edge suite of tools, technology, products and services, WFG Advisors can help you seize a competitive edge in creating a more customized, satisfying experience for your clients. We invite you to build your business with us.

Technology

WFG Solution 360 is our state of the art unified web-based technology solution that streamlines the entire client investing relationship into one platform.

Asset Management Programs

WFG Advisors opens the door to an impressive collection of widely respected investment partners and versatile product offerings to provide our advisors with the choice, flexibility and support you expect in a trusted advisory partner. We offer asset management programs designed for both the advisor who wants to act as a manager, delegate the investment to a sub-advisor, or both.

Separately Managed Accounts (SMA)
Access an open architecture listing of third party seperate account managers.
Unified Managed Accounts (UMA)
Incorporate multiple asset classes and product solutions using one account. Take advantage of an integrated overlay management system that coordinates all investment-related activities. 
Multi-Manager Accounts (MMA) Combine the investment expertise of two or more globally prominent asset managers into a single portfolio. Deliver the benefits of a traditional separatley managed account in a single, fully diversified portfolio.
 Mutual Fund Wraps and Exchange-Trade Fund (ETF) Wraps
Utilize this program for investors who prefer actively managed portfolios comprised of either mutual funds or exchang-traded funds. 

 

 

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Contact Us

800.225.3650
972.661.8700

Williams Financial Group
2711 North Haskell Avenue
Suite 2900
Dallas, TX 75204