• Request a complimentary no-obligation consultation with James Rush, CFP®, CRPC® and his team at Wealth Mentors today!
    Call Us Call Us

    Complimentary Guide

    "The Social Security Decisions"
  • We help create income generation and tax reduction strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Wealth Mentors

    Wealth Mentors is a registered investment advisory firm offering a unique approach to investing for high net worth individuals, their families and businesses.

    Our team has acquired a broad range of knowledge in disciplines of investment management, financial planning, estate planning, and taxes.

    In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. We work as your partner, providing you with counsel on an ongoing basis.

    Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

    James Rush, CFP®, CRPC®
    President and Founder

    James’ professional career spans over 15 years in the wealth management and financial planning industries including leading investment firms in the nation.

    Wealth Mentors, LLC is an investment adviser registered with the State of Texas. Advisory services are only offered to clients or prospective clients where Wealth Mentors, LLC and its representatives are properly licensed or exempted

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.