Integrity is the backbone of our business.
Gerald L. Ray was a fiduciary since day one back in 1977 before investors knew how important it really was. That is why Wealthstreet continues to uphold the same fiduciary standard. We always believed that to truly serve our clients there was no other way than to put the interest of the client first. As an advisory practice, we offer a transaparent fee model. We do not accept fees or commisions from third-party service or product providers.
Here at Wealthstreet we like to say:
Our unique custom approach to investing makes us one of the most remarkable firms in Dallas. While many firms now create model portfolios that are offered to their clients, we are still one of the few firms with the intellectual capacity to create custom portfolios for each of our clients. While it would be easier to place clients in generic model portfolio like other firms and move on to the next prospect, we believe our client’s financial well being is best served through a custom portfolio tailored to their needs.
Wealthstreet provides unmatched personal service. We do this by emphasizing communication, forming relationships and educating our clients and their famlies. We go beyond by taking the time to understand our clients and their communication needs. We understand that not everyone communicates the same, and therefore we work with you in order to build a personalized client experience.
Through consistent communication, we are able to get you comfortable and build long term relationships. We add value, by educating our clients and their families, about the market and their current holdings. We feel it is important for our clients to be comfortable with their portfolio by taking the time to explain how each holding fits their overall investment strategy. By partnering with us, we won’t just meet your needs, we’ll exceed your expectations.
Our Mission is “To build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies”
Over 40 years helping clients, build, manage, and preserve wealth
- Advisors with over 150 years of collective industry experience
- Professionals with CFA, CPA, MBA, JD Credentials
- 70% of employees have been with the firm over 10 years
Singular focus on building long-term relationships built on trust
- Trust is built through open communication, transparency, and being a good listener
- Clients rely on us to manage their portfolios because of our integrity and commitment to their financial well being
- Reliability + Integrity = long term relationships
Customized portfolio management & solutions for every client
- Dynamic portfolio management focused on helping clients achieve life and financial goals
- Custom portfolios that are built over time
- Exposure to equity, fixed income, ETFs and alternative asset classes