EverSource Wealth Advisors Ft. Worth

EverSource Wealth Advisors Ft. Worth is a financial planner in Fort Worth, TX. The firm provides comprehensive financial planning and investment management services led by senior wealth advisor David Sandhu, who holds the CRPC designation. The practice serves individuals and families, with a specific focus on aerospace and defense professionals, women navigating retirement, and couples approaching their later years. The team helps clients build custom portfolios and develop financial freedom blueprints that address liquidity, income, growth, healthcare, and taxes. They operate on a percentage-of-assets fee model or offer one-time flat-fee engagements for standalone plans. The business holds a 5.00 rating based on customer reviews. David Sandhu brings a unique background to financial advising, having spent over a decade as a rocket scientist before transitioning to wealth management. His entry into the field began when he helped his mother navigate complex financial conversations following his father’s passing, which sparked a passion for financial education and planning. The firm’s approach is rooted in principles of wisdom, planning, and values alignment, emphasizing both return on investment and return on life. They utilize a L.I.G.H.T framework, Liquidity, Income, Growth, Healthcare, and Taxes, to guide every financial decision, ensuring that investments align with a client’s purpose, values, and vision. The advisory process begins with a thorough review of the client’s Financial Freedom Blueprint to discern life goals, family dynamics, and concerns. Meetings can be conducted virtually via Zoom or in person for those local to the DFW area, ensuring convenience for the client. The firm prioritizes building relationships based on ongoing value rather than long-term contracts, allowing clients to discontinue services at any time. This fee covers investment management, financial planning, retirement strategies, tax planning, and estate planning coordination. The firm is recognized for its positive rating from the customers who have reviewed it, reflecting a reputation for client-centered service and transparent fee structures. EverSource Wealth Advisors Ft. Worth combines technical expertise with a values-based approach to help Fort Worth residents secure their financial futures.

The office sits on Meacham Boulevard, just a tenth of a mile from North Sylvania Avenue and the North Freeway. It is located near Fort Worth Fire Station 9 and the I 35W TEXpress, with the Jack D. Watson Post Office about six tenths of a mile away.

BizScoreAI gives EverSource Wealth Advisors Ft. Worth a Technical score of 89 out of 100, which ensures the website is secure and readable for search engines. The firm earns a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to recommend the business.

Services:

• Financial Planning
• Insurance & Risk Management Review
• Investment Strategy
• Retirement Income Strategies
• Tax Planning