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Turning the page to a new chapter in our storied history

Jan 31st, 2024
By: Linscomb Wealth

We are thrilled to share some exciting news with you about an important milestone in our journey. After careful consideration and reflection on our heritage, we are proud to announce that Linscomb & Williams is now renamed Linscomb Wealth.

In an industry where longevity speaks volumes, we take immense pride in the fact that our firm has stood strong for over 50 years. Annual benchmarking studies support what a rare accomplishment that is when compared to our peers. We believe it’s a testament to our culture of client service and ongoing commitment to fiduciary responsibility.

Even though our name is changing, our story remains etched in history. It is a story of a deeply cherished heritage, built from the original vision of Dan Linscomb and rooted in innovation and entrepreneurship. Along the way, numerous individuals have made significant contributions to make us the firm we are today, and for that we are grateful.

Over the last five decades, we have assisted thousands of clients in building, preserving, and sharing their wealth in meaningful ways. Amidst the ever-changing industry landscape and market dynamics, we remain committed to preserving the core values and qualities that have underpinned our firm's success since 1971.

We are dedicated in our pursuit of providing unparalleled service and advice through a collaborative team approach, prioritizing holistic, fee-only, and personalized engagement with our clients’ best interests as our primary focus. These principles are not just a part of our history; they are the pillars upon which we continue to build our future.

Rest assured that while our name is changing, our commitment to you has never been more determined. Your current relationship with us and the high standards of service you have come to expect will continue without interruption. The name change reflects our growth, evolution, and our dedication to staying at the forefront of the wealth management industry, steadily serving our clients and communities.

In the coming weeks, you will start to see the new Linscomb Wealth visual branding across our communications, documents, and online platforms. We believe this change reaffirms our commitment to innovative entrepreneurship and reinforces our position as a leading wealth management firm.

We are grateful for the trust you have placed in us, and we look forward to writing this new chapter together.

 

Warm regards,

Phillip P. Hamman

President & CEO

 

Walter Christopherson

Chairman
Linscomb Wealth

Linscomb Wealth

For over 50 years, Linscomb Wealth has aimed to help people like you mitigate financial risks and grow your wealth, so that you can live life on your terms and define your own unique future. As a fiduciary, our aim is to deliver the best advice to you so you can achieve your financial goal, for one single fee.

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Linscomb Wealth ("LW"), previously operating as Linscomb & Williams, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. LW is a wholly owned subsidiary of Cadence Bank. Services offered by LW are not guaranteed or endorsed by Cadence Bank. Views, opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgement and are subject to change at any time based upon market or other conditions and are current as of the date of this material. These views, opinions, and strategies may not be appropriate for all investors. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Please remember that all investments carry some level of risk, including the potential loss of principal invested. Investments do not typically grow at a consistent rate of return and may experience negative growth. As with any type of portfolio, structuring a portfolio with the aim to reduce risk and increase return could, at certain times, unintentionally reduce returns. Forward-looking statements may or may not occur. Past performance is not indicative of future results. LW

Linscomb Wealth does not provide legal, tax or accounting advice. Nothing contained in this presentation is intended to constitute legal, tax, accounting, financial, or investment advice. Always consult with your independent attorney, tax advisor, and other professional advisors before changing or implementing any financial, tax or estate planning strategy. Indexes are unmanaged, do not include fees or expenses and are not available for direct investment. Unless otherwise explicitly stated, references to the equity market and bond market typically mean the S&P 500 Index and Bloomberg Barclays Aggregate Bond Index, respectively. Please refer to Index Definitions for a complete list of benchmark descriptions.

Not FDIC-Insured | No Bank Guarantee | May Lose Value

©2024 Linscomb Wealth. All rights reserved.

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ABOUT LINSCOMB WEALTH

Linscomb Wealth ("LW"), previously operating as Linscomb & Williams, Inc., is a registered investment adviser with the Securities and Exchange Commission. We are a full-service, wealth management firm helping individuals and families build, preserve, and manage wealth based on their specific circumstances. Headquartered in Houston, Texas and serving investors nationwide, we have over 50 years of experience aimed at helping families identify their objectives and creating customized plans to work towards achieving their goals.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, Texas 77027
  • 713.840.1000
*Data as of 3/31/24
 
The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Linscomb Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Services offered by Linscomb Wealth are not guaranteed or endorsed by Cadence Bank.
 
Not FDIC-Insured | No Bank Guarantee | May Lose Value
 
© 2024 Linscomb Wealth. All rights reserved.
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