4LIFE Wealth Advisors

4LIFE Wealth Advisors Local advisors. Long-term vision. Helping families grow, protect, and steward their wealth. Based in New Braunfels & Victoria, Texas

What do you want your wealth to make possible?In our Q4 Newsletter, we’re sharing a few updates, reflections, and a look...
10/05/2026

What do you want your wealth to make possible?

In our Q4 Newsletter, we’re sharing a few updates, reflections, and a look at what’s ahead!

Read the full newsletter here: https://conta.cc/4ynDXHo

We loved having BigB's Photo Booths join us for our Community Social! Such a fun addition to the evening, and we’re so g...
10/02/2026

We loved having BigB's Photo Booths join us for our Community Social! Such a fun addition to the evening, and we’re so grateful for the energy and experience they brought for our guests. 💙 Until next time!

We could not recommend Haus of Rudii more! These incredible women were such a pleasure to work with. The products were t...
10/02/2026

We could not recommend Haus of Rudii more! These incredible women were such a pleasure to work with. The products were top-notch, the turnaround time was impeccable, and the entire process was seamless from start to finish. We truly couldn’t have asked for more.

A massive thank you to Haus of Rudii for going above and beyond to help make The Value Experience so memorable!From the ...
10/01/2026

A massive thank you to Haus of Rudii for going above and beyond to help make The Value Experience so memorable!
From the quality of every product to the care of every detail that went into bringing our vision to life, they truly exceeded our expectations. Our merch bags were something we were so excited to share with our guests, and they made them even better than we imagined.

We’re incredibly grateful for partners who care about the experience just as much as we do. It was a pleasure to work with you.

Thank you, Haus of Rudii! 🤍

Just a glimpse into the incredible experience we shared with our business owners this week.Two days of stepping out of t...
09/25/2026

Just a glimpse into the incredible experience we shared with our business owners this week.

Two days of stepping out of the day-to-day, sitting across the table from specialists, asking direct questions and looking at business from a different angle.

We’re incredibly grateful to everyone who joined us.

More to come.

Our final two featured speakers for The Value Experience: Amber Whigham and Catherine Ozment, CPA.Amber brings more than...
09/11/2026

Our final two featured speakers for The Value Experience: Amber Whigham and Catherine Ozment, CPA.

Amber brings more than 15 years of legal experience across business law, intellectual property and advanced asset protection, helping clients preserve both personal and commercial assets as their businesses and families grow.

Catherine, founder of CLO CPA, brings the accounting and tax perspective, with experience ranging from serving as Controller for a $25 million company to becoming a business owner herself.

Together, they round out our group of six specialists, each bringing a different perspective to the room.

Six specialists. Two days. One opportunity to see your business from every angle.

September 21–22 | New Braunfels, Texas

As a business grows, protecting what’s being built becomes increasingly important.

Amber Whigham brings more than 15 years of legal experience spanning business law, intellectual property and advanced asset protection. Her combined background gives her a unique perspective on preserving both personal and commercial assets as businesses, families and priorities evolve.

From building a business to protecting its assets and planning for a family’s future, Amber brings a perspective that connects the pieces owners may not always think about together.

We’re excited to have Amber at the table for The Value Experience.

Catherine knows the numbers from both sides of the table.

Before founding CLO CPA, Catherine served as Controller for a $25 million company, managing everything from bookkeeping and budgeting to banking and forecasting. Today, as a business owner herself, she brings that experience to the entrepreneurs and owners she serves.

Her focus is practical: helping business owners minimize unnecessary tax burdens, tackle complex accounting issues and stay ahead of the financial details that become increasingly important as a business grows.

We’re excited for our owners to have Catherine’s accounting and tax perspective in the room at The Value Experience.

You’ve spent years building the business. The Value Experience is about stepping outside of it long enough to see what y...
09/10/2026

You’ve spent years building the business. The Value Experience is about stepping outside of it long enough to see what you may be missing.

Build value in your business. Create options for your future.

September 21–22 | New Braunfels, Texas

What do your numbers tell you about your business and what would a buyer see that you might not?For our next featured sp...
09/09/2026

What do your numbers tell you about your business and what would a buyer see that you might not?

For our next featured speakers, we’re bringing two more perspectives into the room.

Gary Warwick brings the firsthand experience of building and selling a business, with perspective from both the seller’s and buyer’s side of a transaction.

Reagan Hales brings 25 years of experience across finance and business and now works as an M&A advisor, helping owners position their businesses for a successful exit and guiding them through the transaction all the way to close.

Together, they’ll give business owners the opportunity to look at their company through two very different lenses — from building value today to understanding what it takes to successfully navigate an eventual exit.

Meet Gary Warwick + Reagan Hales.

“Selling my own company taught me things two decades of running one never did. I came out of it understanding both chairs — the seller’s and the buyer’s — and realizing how rarely they speak the same language.”

Gary Warwick started his first company at 24 with his cousin, with no outside backing or college degree. He spent 23 years building the business before ultimately selling it twice in 26 months — first to a private equity fund and then to a strategic private equity buyer.

After experiencing the transaction from the owner’s side, Gary went on to work alongside the investment bank that sold his company, giving him a rare perspective from both sides of the table.

At The Value Experience, Gary will speak to what business owners rarely hear before a sale: how value is really built, how buyers actually see it and what it feels like the day after you sign.

For many business owners, selling their company may be the biggest transaction they’ll ever navigate.

Reagan Hales brings 25 years of experience across finance, economic development and M&A to that process. Her background gives her a deep understanding of both the financial side of a business and the decisions that can ultimately influence how it is positioned when an owner is ready to sell.

Today, as an M&A advisor, Reagan works alongside owners from the early stages of considering an exit through

09/08/2026

There’s a reason we’re calling it The Value Experience.

We wanted to create two days where business owners can step outside of the day-to-day, gain perspective and have conversations they may not normally have access to.

Six specialists. Multiple disciplines. One room. Not just to present, but to answer questions, share perspective and engage directly with the business owners joining us.

You don’t have to be ready to sell. This is about understanding where you are, what your options are and being intentional about what you’re building toward.

September 21–22 | New Braunfels, Texas

Address

162 W Mill Street
New Braunfels, TX
78130

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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