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Wes Shannon, CFP®

Wealth Management and Financial Planning for Lawyers

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Brazos Wealth Advisors Wes Shannon, CFP®
Fort Worth, TX

Serving Clients Nationwide

Wealth Management and Financial Planning for Lawyers

(682) 350-1055

Website

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

After working decades in the insurance and financial services industry, Wes Shannon left insurance to do full-time financial planning and investment advising. Wes founded SJK Financial Planning and then merged with Dansby Wealth Management to form Brazos Wealth Advisors.

Wes has a Bachelor of Business Administration from the University of North Texas majoring in Financial Planning. Wes is a Certified Financial Planning Professional™. Wes is an active member of the National Association of Personal Financial Advisers (NAPFA), and a member of the DFW chapter of the Financial Planning Association (FPA) where he is the Pro Bono Committee chairman. Wes is also a member of the XY Planning Network (XYPN).

Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, play guitar, and read. He has a passion for old movies and is a Turner Classic Movie fan. Wes says, “I love good story telling, that’s what I look for in old movies”. Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach those dreams.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

2833 Crockett Street, Suite 102 Fort Worth, TX 76107

Additional Locations

📍 307 N. Wall St. Iowa Park, TX 76367

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We help attorneys gain peace of mind about their financial future through comprehensive financial planning and sensible investment management.

✅ We work only for our clients, so we're paid only by our clients.
✅ We act in our clients' best interests at all times.
✅ We anticipate client problems and provide solutions in advance.
✅ We respond quickly and thoroughly to our clients' issues.
✅ We invest client funds sensibly and solely in accordance with their needs and desires.

WHY WE DO WHAT WE DO

We want to help people attain the best life they can with the resources and means they have available. We also don’t want our motives to be questioned because of commissions and sales bonuses. That is why we are fee only fiduciaries. We work for, and get paid, only by our clients. No behind the scenes compensation or kickbacks. We do better as you do better.

INVESTMENT POLICY

We don’t like to lose money. We encourage clients to take the most conservative route to their goals. Our investment recommendations are intended to work for the client’s long-term goals.

We believe in the weak form of the Efficient Market Hypothesis. We don’t engage in market timing or trendy technical analysis. We use appropriate mathematical measures of risk and return. The standard deviation is our primary measure of risk, and we use the Sharpe Ratio for risk adjusted returns.

We believe a tactical asset allocation is the most important determinant for long-term portfolio performance.

HOW DID BRAZOS GET ITS NAME

The Brazos River has long been celebrated in American culture. Marty Robbins, Lyle Lovett and John Hiatt were among the many who have sang about the river, and it has been featured in critically praised works by writers such as Cormac McCarthy and John Graves. In one story, the Spanish conquistador Francisco Vázquez de Coronado and his team encountered the river as they fruitlessly searched for a fabled golden city. As Coronado and his men wandered in West Texas, dying of thirst, Indians guided them to a stream, which they joyously dubbed “Los Brazos de Dios.”

Education

University of North Texas, Bachelors of Business Administration, Risk Manaqement, Insurance and Financial Services | Texas A&M University

Badges

Hobbies and Interests

  • Camping
  • Canoeing
  • Cooking
  • Fishing
  • Gardening
  • Movies
  • Reading

SEC Lookup

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Who We Serve

  • Attorneys

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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