"Assisting Affluent Families in Growing and Preserving their Wealth"
Welcome to Little & Associates Wealth Management, where you’ll find a wealth of information in the form of service descriptions, financial calculators, articles, our weekly newsletter archives, and much more. We are here to help educate our clients and serve as a trusted resource for sound financial guidance.
Little & Associates Wealth Management works with a select group of families and business owners in coordinating all of their financial affairs. Our team provides the necessary guidance that clients need to make successful financial decisions in the areas of wealth preservation, accumulation, maximization, and transfer of wealth. We accomplish this by providing professional advice and planning, client education, customized solutions, and consistent delivery of exceptional service. With our dedication and commitment to our clients’ financial needs we build more than portfolios, we build relationships.
Our firm is an independent firm which means we have no proprietary products allowing us to go to the marketplace and provide sound unbiased advice. We do all of this while leveraging the resources of our firm Prospera Financial Services. Prospera Financial Services has received the privilege of being named by Investment Advisor Magazine as “Broker Dealer of the Year“, for the year 2012! This is Prospera’s third time in the last four years to win this award.
If you are visiting our website for the first time or have any questions, we encourage you to call us directly at 817-494-9000 or email firstname.lastname@example.org schedule an appointment.