WGPS stands for the Woodruff Goal Planning System. It is the chain of conversations and actions that helps us better understand you, where you are, where you want to be, and how we can help you get there.
WGPS stands for the Woodruff Goal Planning System. It is the chain of conversations and actions that helps us better understand you, where you are, where you want to be, and how we can help you get there.
Contact us today to get started on your financial journey.
San Angelo
325-223-0442
4180 S Jackson St
San Angelo, TX 76903
Marble Falls
830-693-1405
107 A Ave N
Marble Falls, TX 78654
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The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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