Journey Wealth Management

Jal Dennis Group is a financial services firm that has been serving clients in the Wylie, TX area. We offer a wide range of financial planning services, including retirement planning, investment management, tax strategies, insurance, education planning, estate planning, and trust services. We are committed to providing our clients with the highest level of service and support, and we are always looking for new ways to help them achieve their financial goals. Our team of experienced financial advisors has a deep understanding of the financial services industry and the challenges that our clients face. We work with each client to develop a personalized financial plan that meets their individual needs and goals.

At Shea Wealth Management, we serve busy professionals, pre-retirees and HNW families accumulate and protect wealth so they may maximize the enjoyment of their profession, have more free time to enjoy life in general and be more present in the growth of their families. Shea Wealth properly educates and positions clients retirement assets with streamlined, actionable financial plans.

Sancus Wealth Management in Lucas, TX, is your trusted partner for comprehensive financial services. As experienced financial planners and advisors, we specialize in helping individuals and families achieve their financial goals through personalized strategies. Our expert team offers a wide range of services, including financial planning, retirement planning, tax and estate planning, and investment planning. We understand that each client's financial situation is unique, which is why we take a tailored approach to wealth management. Whether you're planning for retirement, looking to optimize your investments, or seeking guidance on tax strategies, Sancus Wealth Management has the expertise to help you make informed decisions.