Wealth Strategy Advisors, based in Fort Worth, Texas, is a financial advisory firm dedicated to helping clients achieve their financial goals through a comprehensive and personalized approach. Founded by Rebecca D. Turner, ChFC®, the firm emphasizes the importance of strategic planning, independence, and collaboration with world-class money managers to tailor investment strategies that align with each client’s unique needs and aspirations .

The firm’s philosophy centers on an interactive planning process, recognizing that effective financial decisions stem from a deep understanding of clients’ objectives. This approach is complemented by a commitment to independence, allowing advisors the flexibility to design customized investment plans without the constraints of large Wall Street firms .

Wealth Strategy Advisors offers a broad spectrum of services, including wealth protection, income strategies, asset management, and estate planning. Their methodical income distribution philosophy has been tested through various market downturns, ensuring clients are well-prepared for the distribution phase of life .

To support clients in making informed decisions, the firm provides access to a range of resources, such as financial calculators, informative videos, and a library of articles on pertinent financial topics . Additionally, their investment strategies advocate for diversification beyond traditional asset classes, aiming to better align portfolios with clients’ risk and return expectations .