Succession Financial, Inc.

EST. AUM
$210,297,733

CONTACTS
3

CLIENT ACCOUNTS
174

Firm Details

Metro area Dallas
CRD Number 336434
Website succession-financial.com
Client types

Overview

Succession Financial, Inc. is a Texas-based independent financial advisory firm operating under the umbrella of WealthStar Advisors, LLC, a Registered Investment Adviser. Founded in 2018 and headquartered in McKinney, Texas, the firm is led by Eric E. Wolfe, a Certified Financial Planner® with over two decades of experience in the financial services industry. The firm's team includes professionals such as Cassidy Susi, CRPC®, AAMS®, who serves as a Personal Financial Advisor, and Barbara Bridgman, who holds the position of Operations Director and Chief Compliance Officer. Succession Financial offers a comprehensive suite of services designed to simplify and coordinate clients' financial lives. Their offerings include retirement planning, investment management, tax strategies, estate planning, and multi-generational wealth coaching. The firm emphasizes long-term financial health over short-term market predictions, aiming to provide clients with a holistic approach to financial planning. Operating as a fee-only fiduciary, Succession Financial is committed to acting in the best interests of its clients. The firm's approach involves evidence-based investment strategies, disciplined diversification, cost-effectiveness, and tax efficiency. They also offer services such as Social Security optimization, Medicare and health insurance analysis, and protection planning to ensure comprehensive coverage for their clients .

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Succession Financial, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company