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The Perryman & Wright Financial Strategies Group of Wells Fargo Advisors

Our mission is to empower families to build and preserve a lasting legacy that reflects their core values.

We guide you through a comprehensive planning process, helping ensure the successful transfer of your assets and wisdom to the next generation with clarity, purpose, and confidence.

Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all times you can, to all the people you can, as long as ever you can.

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John Wesley

Wealth is the ability to fully experience life

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Henry David Thoreau

Just as many smart people fail in the investment business as stupid ones. Intellectually active people are particularly attracted to elegant concepts, which can have the effect of distracting them from simpler, more fundamental truths

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Peter Cundill

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Who We Serve

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Our Locations

Dallas, Texas

8115 Preston Road
Suite 300
Dallas, TX 75225

Contact Us

Fort Worth, Texas

201 Main Street
Suite 1700
Fort Worth, TX 76102

Contact Us

Locations

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

The Perryman & Wright Financial Strategies Group of Wells Fargo Advisors

The Perryman & Wright Financial Strategies Group of Wells Fargo Advisors:
8115 Preston Road
Suite 300
Dallas, TX 75225. Opens in new tab
Local Phone:
(214) 373-2793
E-mail address:
mark.q.wright@wellsfargo.com

The Perryman & Wright Financial Strategies Group of Wells Fargo Advisors

The Perryman & Wright Financial Strategies Group of Wells Fargo Advisors:
201 Main Street
Suite 1700
Fort Worth, TX 76102 . Opens in new tab
Local Phone:
(817) 334-7050
E-mail address:
Andrea.Perryman@wellsfargo.com
Trust Services are available through Wells Fargo Bank, N.A., and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.