# Wheat Givens Financial

Wheat Givens Financial is a Bank / Wealth / Trust based in McKinney, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McKinney, United States
- **Region:** North America
- **Address:** McKinney, TX, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** www.wheatgivens.com
- **LinkedIn:** https://www.linkedin.com/company/wheat-givens-financial-llc

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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