David Farrell, MBA, CRPC, Senior Wealth Strategist

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David Farrell, MBA, CRPC, Senior Wealth Strategist For full disclosures, please my website @ www.PreceptWM.com

Prioritize your check-ins! Your mental, physical, and financial health are all related, and they collectively depend on ...
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!

We see it all the time: some owners have a hard time separating their business money from their personal money. This can...
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]

An annual financial review can be a great way to get an idea of how your money is working for you and if there are ways ...
10/19/2026

An annual financial review can be a great way to get an idea of how your money is working for you and if there are ways to optimize your savings and investments.

Contact us for guidance - 281-973-9290 or [email protected]

As women are earning more money and empowering themselves with investment knowledge, their financial power is shifting.W...
10/16/2026

As women are earning more money and empowering themselves with investment knowledge, their financial power is shifting.

What does that mean? Well, for one thing, it means that if women want to be financially secure and independent, they need to start building a plan with multiple streams of income.

This isn't as complicated as it sounds! You just need to know where to start. Contact us today to schedule a complimentary consultation - 281-973-9290 or [email protected]

It's no wonder so many people are worried about how they'll pay for retirement. Fortunately, there are steps you can tak...
10/14/2026

It's no wonder so many people are worried about how they'll pay for retirement. Fortunately, there are steps you can take today to help ensure that your healthcare expenses are covered when you're retired.

A comprehensive plan for your savings now and throughout your life is not just encouraged but necessary. We can absolutely assist with those plans!

Contact us today for professional assistance, we're here to help - 281-973-9290 or [email protected]

An inverted yield curve is often a red flag for investors. It means that short-term interest rates are higher than long-...
10/12/2026

An inverted yield curve is often a red flag for investors. It means that short-term interest rates are higher than long-term interest rates—and that's usually a sign of an impending recession.

But don't worry, there's no need to panic. We can help you make an investment plan that lasts through any market turbulence.

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

If you own a business, you're bound to come across rough waters. That's why it's important to prepare so you can navigat...
10/09/2026

If you own a business, you're bound to come across rough waters. That's why it's important to prepare so you can navigate them with ease. This includes having a thorough exit strategy!

If you're feeling a little lost at sea with managing your business, we can help.

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

If you're considering adopting a child, congratulations! You're about to embark on one of the most exciting and rewardin...
10/07/2026

If you're considering adopting a child, congratulations! You're about to embark on one of the most exciting and rewarding journeys of your life.
Before you get too far into the process, it's important to review these financial considerations that may be new for you.

Schedule a complimentary consultation if you have questions about these tips - 281-973-9290 or [email protected]

Are you future-proofing your wealth?Financial wellness isn't just about having enough money to pay your bills. It's abou...
10/05/2026

Are you future-proofing your wealth?
Financial wellness isn't just about having enough money to pay your bills. It's about being able to make smart decisions about the money you have—and the money you'll have in the future.

Reach out for guidance - Contact us today at 281-973-9290 or [email protected]

Investing can be a tricky business. There are so many options, and it's easy to get overwhelmed. The good news is that w...
10/02/2026

Investing can be a tricky business. There are so many options, and it's easy to get overwhelmed. The good news is that we'll help you make informed decisions that will keep you on track for your long-term goals!

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

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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

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