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610 North Town East Boulevard
Suite 102
Mesquite, TX 75150

UNITY Financial Services

(972) 329-9453

 

UNITY Financial Services

UNITY Financial Services

(972) 329-9453
WadeJ@hdvest.net

Jim Wade provides financial planning, tax compliance, accounting and consulting services to a diversified and growing client base.

No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.