W T Wealth Management

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Investment Management, Financial Planners, Financial Planning Consultants

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Tomorrow: 9:00 am - 5:00 pm

21 Years

in Business

Accredited

Business

(806) 795-5516Call Visit WebsiteVisit Website Map & DirectionsDirections3223 S Loop 289 Ste 450Lubbock, TX 79423 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Lubbock with Investment Management

Woodrow (10 miles)
Wolfforth (12 miles)

More Info

BBB Rating

Extra Phones

Phone: (806) 589-0778

Phone: (806) 722-2330

Payment method

cash, debit, amex, discover, master card, visa

Location

Pyramid Plz

Neighborhoods

Waters, Caprock

AKA

Greg E Homesley MBA CPA CFP

Homesley, Wealth Management

WT Wealth Managment LLC

WT Wealth Managment

Oak Wealth Management Inc

Other Links

http://www.greghomesley.com

https://www.greghomesley.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (806) 795-5516

Address: 3223 S Loop 289 Ste 450, Lubbock, TX 79423

Website: http://www.greghomesley.com

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W T Wealth Management

Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement? Read More Subscribe to Tax Planning
Charitable Giving
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from...
Estate Taxes
Roth IRA
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones...
Income Tax
Any dependents you have that had income throughout the year and need to file their income tax return. Our lowest cost for a dependent return is $150 which comes at a discount from our regular rate of $250 starting as shown above.
Capital Gains Taxes
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More
Tax Return Preparation
Business Tax Return Preparation
Our base price for business tax returns is $450. This would be the simplest business tax return we would do for clients. Typically, if you don't have a complicated business and can produce an income statement and balance sheet for us with no additional work for us to generate a tax return, it will cost you around this amount.

Investment Management
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a...
Bonds
Wealth Management
Wealth management can be better accomplished by a business professional who is qualified to prepare your taxes, manage your investments, and track your finances. Homesley Wealth Management is uniquely positioned to provide these services.

Accounting Services
Jill assists in the preparation of accounting and tax engagements. She also helps manage our Lubbock branch and organize relations between our clients virtually. Jill has more than 25 years of professional experience in accounting and bookkeeping. She holds a Bachelor of Applied Science in Accounting from Wayland Baptist University.
Payroll Services
Need help managing payroll processing? We got you covered. We offer a wide variety of payroll services tailored to fit your businesses needs.

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are Read More
Long Term Care
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming...
College Funding
No matter what stage of life you are in Homesley Wealth Management can provide the financial strategies to fit your current needs and future goals. We have the knowledge and experience to understand and help your situation from college planning to saving for retirement.

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