Wealth Development Strategies LLC

08/15/2024

Meet Shala L. Walker, CFP®!

Shala joined Wealth Development Strategies as Director of Financial Planning Operations after working in the wealth management industry in various capacities for nearly 15 years.

Ms. Walker is a Houston-area native, graduating from Pearland High School, and earned a B.A. in Finance at Clark Atlanta University. She holds the FINRA Series 7, 63, and 65 licenses, the Certified Financial Planner ™ designation, and she recently completed the Certified Private Wealth Advisor program at Yale University. When Shala isn’t working, she enjoys exercising, traveling & experiencing new restaurants. She also loves sports and truly believes that it is possible to be a Houston Texans fan and a Dallas Cowboys fan.

08/05/2024

Last week, members of our conference team had the pleasure of attending and presenting at the Flourish Conference at The Fort Bend Church. This conference set out to inspire Christians who feel called to start their own business ventures. Providing guidance on entrepreneurship and so much more, all grounded in biblical principles.

07/26/2024

Exciting Announcement! 📢

Next week, CEO Devaron Yates, will present at Flourish Conference at The Fort Bend Church in an inspiring session designed for Christians who feel called to start their own business ventures. Providing guidance on entrepreneurship and so much more, all grounded in biblical principles.

See the link below for more details ⬇
https://lnkd.in/gPhnB_bd

07/16/2024

Meet our Marketing Intern Syanne! Syanne is a sophomore at Mesa Community College majoring in business and organizational management. At Wealth Development Strategies, she closely collaborates with the financial planning intern on various summer projects, including venue research, prospect lists, promotional product analysis, and client meeting preparation. Additionally, she handles phone calls and emails to gather client information. When Syanne is not at work, she enjoys watching her favorite shows, taking summer classes, and spending quality time with her little cousins. Syanne is a great addition to our team!

06/27/2024

Last month, Wealth Development Strategies had the amazing opportunity to be a part of the last day of school and field day at Issacs Elementary. We sponsored the bounce houses and had a blast! Thank you to Issacs Elementary for allowing us to join in on the fun!

05/31/2024

📚👩‍🎓Navigating the financial side of college can be complex, especially with the recent overhaul of the FAFSA form.

The FAFSA, or Free Application for Federal Student Aid, is a crucial tool used to determine a student's eligibility for federal financial aid, including grants, loans, scholarships, and work-study program funds.

The deadline to submit a FAFSA form for the 2024-2025 school year is 11:59 p.m. CT on June 30, 2025. ⏰🗓️

Remember, education is an investment, and understanding the financial process is crucial to the journey. Stay informed and stay proactive in your planning!

https://abcnews.go.com/GMA/Family/parents-new-fafsa/story?id=109309038

05/27/2024

Today we remember and honor the men and women who sacrificed everything for our country.

05/13/2024

There are many options when it comes to estate planning for multiple generations. In this article, our back-office’s Director of Financial Planning, Zach Hurst, is joined by Terry O’Neill and Steve Driscoll, Esq., to discuss the benefits, risks, and timing of estate planning for multiple generations.
https://www.technolinkassoc.org/blog/the-importance-of-dynastic-multigenerational-planning

04/16/2024

Earlier this month, Devaron and Tiffani Yates, had the opportunity to attend the "Night in Wonderland" CIS Gala. This was a night full of celebration and recognition for this amazing organization!

CIS of Houston raised over $850.00 to support the students of Houston.

We were so glad to have been a part of this incredible night, thank you Communities In Schools of Houston for all you do for our community!

04/08/2024

There is never a dull moment with the Wealth Development Strategies team! Last month we came together for an offsite at one of our favorite spots in Houston, Sunday Press. Its always great getting together as a team!

Learn more about our team and what we do here! ⬇

https://www.wealthdevelopmentstrategies.com/about-our-company

04/02/2024

The process of estate planning can seem overwhelming, however it is not something to put off. Here are some estate planning tips to ensure your money goes where you have intended. When you're ready to discuss your plan and options, send me a message. https://www.wealthdevelopmentstrategies.com/contact

Don't let the inheritance you leave get eaten away by taxes or given to the wrong person.

03/15/2024

Meet Our Intern Adel! Adel is a student at the University of Houston majoring in Finance (specialization in Personal Financial Planning) with a minor in Spanish for the Global Professions. At Wealth Development Strategies, she does a variety of tasks, including shadowing client meetings, supporting the completion of financial planning documents, and researching new resources and online tools that can help enhance our financial planning process and organization. When Adel is not at work, she enjoys going on dates with her boyfriend, watching Netflix, and planning for future goals and trips. Adel is such an asset to our team!