At Wehring Wealth Management, we are committed to providing trusted guidance and objective advice to our clients.Our goal is to build long-lasting relationships with our clients and help them feel confident about their financial future. The following are just a few benefits of working with our firm:
A One-Stop Resource
We offer a comprehensive array of services that encompass taxes, accounting*, financial services, and investments. By assisting clients with a wide range of services, we seek to address a client’s entire financial picture and help them pursue their goals.
Established and Experienced
With a team born and raised throughout Texas, we have a strong connection to our community. Although our firm has evolved over the past 30 years, our commitment to our clients in Bellville, Houston, and across Texas has remained unchanged. We take pride in knowing we have helped so many of our community members and neighbors address their tax and financial concerns.
We are dedicated to building long-lasting relationships with our clients, working with them through the many milestones of life. By working closely with our clients, we believe we can help them stay on track and provide guidance along the way as they pursue their short and long-term goals.
We are an independent firm with the freedom to offer services and solutions geared toward the client’s unique situation and needs. The client always comes first and we are committed to providing objective and unbiased advice and recommendations.
Tax alpha is the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. Our firm delivers tax alpha through our ability to gain insights from our clients’ taxes and leverage that information to provide them with a holistic view of their financial plan.Accountants who are financial advisors are uniquely positioned to deliver tax alpha, as they understand that it’s not about what a client earns that’s important; the measure that counts is what they keep after taxes. Advisors with tax expertise have an advantage in developing strategies to help maximize the important measure.
*Attest services are provided by Charlene E. Wehring, CPA. Investment and financial services are offered by Charlene Wehring through her affiliation is with Avantax Investment Services℠ and Avantax Advisory Services℠.