Silver Sail Wealth Advisors, LPL Financial Advisor

Lacey Elizabeth Wealth & Health Redefined is a premier financial services provider based in Plano, Texas. Specializing in a wide range of investment services, the firm offers tailored solutions to help clients achieve their financial goals. From traditional and Roth IRAs to brokerage accounts and variable annuities, the experienced team at Lacey Elizabeth Wealth & Health Redefined guides clients through the complexities of investing, retirement planning, and wealth management. With a focus on personalized attention and a commitment to financial education, the firm's financial planners work closely with clients to develop comprehensive strategies for their unique needs.

Optima Wealth Management L.L.C is a full-service financial firm, committed to helping you pursue your financial goals. We offer a wide range of financial products and services, both to individuals and business owners, so we might tailor a suitable answer to each of our clients’ individual needs, goals, and objectives. At Optima Wealth Management, we believe in building long-term relationships with our clients, and looking beyond our own interests to serve each client. Optima Wealth Management Inc is located at 5700 Granite Parkway, Plano, TX.

Tennyson Advisory Group combines holistic wealth management with a personalized, boutique approach to help clients pursue their short and long term financial goals. Financial planning is complex, so we do the heavy lifting that allows clients to focus on their passions and purpose. Our thorough understanding of retirement planning, income distribution, and risk management gives clients–including physicians, business owners, and successful families–peace of mind.