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Wheat Givens Financial
Wheat Givens Financial is a wealth manager based in Mckinney, US. The firm manages approximately $158 million in assets, primarily serving clients in North...
Overview
Wheat Givens Financial is a wealth manager based in Mckinney, US. The firm manages approximately $158 million in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
Location
Region
North America
Country
United States
City
McKinney
Corporate office
McKinney, TX, United States
Frequently asked questions
What services does Wheat Givens Financial offer?
Wheat Givens Financial provides wealth management and financial planning services to individuals and families. The firm focuses on retirement planning, investment management, tax-efficient portfolio construction, and estate planning coordination. Its approach centers on comprehensive financial planning rather than standalone investment management, aligning asset allocation with each client's long-term goals and risk tolerance.
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