We at The Personal Wealth Coach believe that the unique, values, goals, and objectives of our clients should be the most important factor in shaping their investment portfolio, and their relationship with their money. To define those goals, we work with our clients to convert their dreams into attainable objectives and then build a model to guide us in selecting investments to support those objectives.

We believe in broad diversification to reduce non-systemic risk, the use of a written financial plan to guide us in creating that portfolio, and long term commitment to those clients to give them the opportunity to create the wealth they need to accomplish their goals.

It is our mission to advise and assist our clients in achieving and maintaining financial independence and in designing that financial independence to support their individual goals.

If you would like to contact us, you may email us at jeff@tpwc.com or jake@tpwc.com

Here is the latest Newsletter.

Providing investment advice, products and service to investors in Central Texas since 1982.
918 N. Main St, Salado, TX 76571
melissa@tpwc.com or 1-800-914-PLAN (7526)

Investment Advisory Services offered through The Personal Wealth Coach® an SEC Registered Investment Adviser, 918 N Main Street, Salado, TX 76571, 800-914-7526/254-947-1111. Securities and Advisory services may be offered through NEXT Financial Group, Inc., member FINRA/SIPC. The Personal Wealth Coach is not an affiliate of NEXT Financial Group, Inc. Please contact your tax and/or legal advisor for tax or legal information. Past Performance is no guarantee of future returns and investments may be priced higher or lower when sold than when bought. Information herein has been obtained from sources deemed reliable but no guarantee or warrantee of accurateness of completeness is made or implied. This is not an offer or solicitation to buy or sell any security.