WealthMetrix

WealthMetrix Unlock your full financial potential by focusing on the metrics that matter for building and sustaining wealth.

We are an independent, fiduciary, financial planning and investment management firm with offices in Rockwall and Addison. Securities and advisory services offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Definitely the most educational and entertaining social media class I've ever been a part of! Jared Guynes provided so m...
02/19/2026

Definitely the most educational and entertaining social media class I've ever been a part of! Jared Guynes provided so much valuable information to help business owners share their sincere, authentic stories. You can tell he cares a lot about Downtown Rockwall!

Walking into the office this morning, I’m reminded how much and the does for Downtown Rockwall. Whether they’re cleari...
01/28/2026

Walking into the office this morning, I’m reminded how much and the does for Downtown Rockwall. Whether they’re clearing snow & ice, blowing leaves, or picking up trash, they always keep Downtown Rockwall clean and safe for business owners, residents, and visitors. Much appreciated!

It's my favorite time of the year.This is when I get to sit down with each of my clients and have the kinds of conversat...
01/09/2026

It's my favorite time of the year.

This is when I get to sit down with each of my clients and have the kinds of conversations that make this work meaningful.

Who got married. Who had a baby. Who changed jobs. Who's thinking about retirement. Who finally paid off the car.

These meetings are my chance to catch up on all of it, and then translate those life changes into action.

Over the coming months, I'll be meeting with clients right here in this conference room or online via Zoom. Together, we'll look at their complete financial picture - cash flow, investments, insurance, estate planning - and ask one simple question: what should we focus on this year?

Every decision is about making steady, intentional progress toward the life they want.

If you're curious what this kind of planning looks like, click the link in the comments to book a complimentary intro call.

It’s time for Scare on the Square in ! Stop by for some Oreos and a picture with Mickey and Minnie!!
10/25/2025

It’s time for Scare on the Square in ! Stop by for some Oreos and a picture with Mickey and Minnie!!

Do you have hopes and dreams for yourself like you do for your kids?Are you actively working towards those hopes and dre...
09/13/2025

Do you have hopes and dreams for yourself like you do for your kids?

Are you actively working towards those hopes and dreams?

Or have you poured everything into your kids while sacrificing your own future?

I often meet with parents in their 40s or 50s who are in this exact situation. They share a sense of guilt that their finances aren't in a better place and figure it's too late to fix anything.

But it’s not too late. You just need to make your finances a priority again.

Don't wave the white surrender flag on your future. You can start taking steps towards your goals, while also setting your kids up for success in the future.

If you're a parent who feels behind financially, this week's newsletter is for you.

Estate planning involves some of the most uncomfortable conversations you'll ever have.Who will inherit your assets? Who...
09/06/2025

Estate planning involves some of the most uncomfortable conversations you'll ever have.

Who will inherit your assets?

Who would take care of your minor children?

What are your wishes for medical care if recovery isn't possible?

These are heavy questions that are not easy to answer.

But when you finally decide to address them, you will feel a huge sense of relief.

A relief that your assets will go to the right people. That your desires have been communicated. That the framework is in place to handle decisions smoothly. Most importantly, that your family will be okay.

This week's newsletter is about the essential estate planning moves every family should make:

Your greatest asset probably isn't what you think it is.While you might think of your house, business, or investment por...
08/30/2025

Your greatest asset probably isn't what you think it is.

While you might think of your house, business, or investment portfolio, there's another valuable asset that you can't see at all: your ability to earn income.

Let's say you're 35 years old making $100,000 per year. With 30 years until retirement, you have at least $3 million in future earning potential.

That's way more valuable than a $500,000 house or a $50,000 car. Yet, most people insure the house and car, but not their future income and wealth.

In this week's newsletter, we talk about the four types of insurance you may need to protect you and your family on your wealth-building journey.

Read it on our website. Link in comments.

"Should I invest in ______ stock?"Fill in the blank with whatever you want. I get these types of questions all the time....
08/28/2025

"Should I invest in ______ stock?"

Fill in the blank with whatever you want. I get these types of questions all the time.

My honest answer to someone who isn't a client? I have no idea.

Not because I don't know about the stock, but because I don't about them.

There's no such thing as a universally good investment. There are only investments that are right for YOUR situation.

How do you figure out what those investments are? This week's newsletter helps you answer that question. Check it on our website. Link in comments.

Financial independence isn't about obsessing over reaching some magic number.It's about your daily financial decisions -...
08/16/2025

Financial independence isn't about obsessing over reaching some magic number.

It's about your daily financial decisions - the habits you build, the systems you create, the mindset you develop.

Over the past 11 newsletter issues, we've covered several of the financial metrics that determine your wealth-building success.

They are the specific areas that can move you toward or away from independence.

Ultimately, they are the metrics that matter.

Click the link in our bio to read this week's newsletter about what you should focus on as you work towards financial independence.

Between soccer practice, grocery runs, and bedtime stories... when do you even think about saving for your family's futu...
08/06/2025

Between soccer practice, grocery runs, and bedtime stories... when do you even think about saving for your family's future? 🤯

I get it. You're running on coffee and determination, managing a million moving parts every single day.

But here's what I've learned working with families just like yours:

The families who win financially aren't the ones with the most time. They're the ones with the right systems in place to SIMPLIFY their finances:

✅ They automate their savings so it happens without thinking
✅ They organize their finances to know exactly where they stand
✅ They have a plan for their money
✅ They make their money work as hard as they do

You don't need perfect. You need progress.

Stop feeling guilty about not having it "figured out" yet.

Every successful family started exactly where you are right now - busy, overwhelmed, but ready to take one small step forward.

Let us help plan your family's financial future. Schedule a call on our website today. Link in bio.

Our next DRA meeting is this Thursday at 9am at The Flat Downtown. Come join us if you’re a business owner in downtown R...
08/06/2025

Our next DRA meeting is this Thursday at 9am at The Flat Downtown. Come join us if you’re a business owner in downtown Rockwall!

07/12/2025

As a financial planner, people often ask me, "What's the best way to build wealth?"

There are four primary ways, and you could be successful utilizing any combination of the four.

While it's important to understand the potential benefits and tradeoffs of each approach, what matters most is knowing yourself. Your unique circumstances, skills, and preferences should be the driving force behind your wealth-building strategy.

This week's newsletter is all about helping you answer this question. You can find it on our website at: mywealthmetrix.com/blog

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102 South Goliad Street, Suite 101
Rockwall, TX
75087

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Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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