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Monday 9am - 4:30am Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 3pm

David Farrell, MBA, CRPC, Senior Wealth Strategist

Name: David Farrell, MBA, CRPC, Senior Wealth Strategist
Address: Houston, TX, US
Telephone: +12819739290

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Houston, TX
David Farrell, MBA, CRPC, Senior Wealth Strategist

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For full disclosures, please my website @ www.PreceptWM.com

11/09/2026

An annuity is a contract between an investor and an insurance company. The investor makes periodic payments to the insurance company in exchange for a stream of income that continues throughout their lifetime. There are four main types and each have their own pros and cons, along with varying degrees of risk.

For questions or financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

11/05/2026

Herd behavior is when people tend to mimic the financial behaviors of the majority of the population. Herding is notorious in the stock market as the cause behind dramatic rallies and sell-offs.

This occurs because we are innately social and thrive on being part of a community. When you go against the grain, it can feel uncomfortable and lonely.

It's important to make informed decisions about your money without letting yourself get swept up in trends or peer pressure.

For more financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

11/04/2026

Risk is an important part of every investment decision, and it's crucial that you have an advisor who understands this and can help explain these concepts so that you can make informed decisions about where to put your money.

Are you ready to have that important talk? Contact us today at 281-973-9290 or [email protected]

11/02/2026

What kind of trust do you need?
Revocable trusts are often used to hold assets that you want to pass on to beneficiaries. This kind of trust can be changed by the grantor at any time.

Irrevocable trusts are more permanent and cannot be changed or revoked—they're often used to remove assets from a person's estate.

For more financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

10/31/2026

🎃 Happy Halloween! 🎃
No tricks here—just treats for your financial future!
Wishing you a fun day filled with sweet surprises (and no scary market moves)! 🕸

10/30/2026

Navigating the constantly changing economic landscape while managing your personal finances can be overwhelming, leaving you feeling adrift and uncertain of the right course of action.

But rest assured that you're not alone. Our team is here to help you chart a path to achievable financial success.

Reach out to us today to learn more about how we can guide you through every step of your financial journey - [email protected] or 281-973-9290

10/28/2026

Don't be spooked by your financial uncertainties. A financial plan can be your best ally in conquering your money fears!

For questions or financial guidance, schedule a complimentary consultation with us - 281-973-9290 or [email protected]

10/26/2026

Retirement is often seen as a time to relax and enjoy the fruits of your labor. You can still work, volunteer, travel, or spend time with family and friends.

If you want to discuss your retirement plan, we're happy to help! Contact our office to see how we can assist you - 281-973-9290 or [email protected]

10/22/2026

Prioritize your check-ins! Your mental, physical, and financial health are all related, and they collectively depend on early screenings and ongoing education. It's never too late to start putting your health first.

We're here to support you!

10/21/2026

We see it all the time: some owners have a hard time separating their business money from their personal money. This can happen for many reasons, but the end result is that it's hard for them to keep track of how much money they have left after paying all their bills and expenses.

Have additional questions? Speak to one of our advisors - 281-973-9290 or [email protected]

Address

Houston, TX

Opening Hours

Monday	9am - 4:30am
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 3pm

Telephone

+12819739290

Website

http://www.PreceptWM.com/

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