Overview

InvestmentHunter Wealth Services is an independent financial advisory firm headquartered in the DFW area with clients currently residing in multiple states. Our firm provides comprehensive wealth services which include Life Planning, Money Management and Additional Services after a thorough review of a client’s goals, risk profile, and financial sophistication. We use a unique, disciplined approach which combines fundamentals, technical analysis, and disciplined money management coupled with a joint risk/reward policy for each client. InvestmentHunter Wealth Services is a family owned business that uses a holistic approach based on Christian beliefs. Each client is unique and we put together joint life plan objectives to help them meet their wealth objectives. We recognize that client needs drive our business, and we are motivated to exceed their expectations.  

Our MISSION STATEMENT:

To serve our clients and their families by helping them identify, evaluate and achieve their financial goals by offering life planning and wealth management services with the highest standards of integrity, excellence, innovation and professionalism.  We are building our company one client at a time.

Community

At InvestmentHunter Wealth Services, we believe in giving back to the communities that we live in and feel so privileged to serve.  Our firm is proud to support non-profit organizations through our endowment management services, sponsorships, donations, or through direct volunteer hours by our team members. Contact us for further detail.