(281) 973-9290

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19506 Highway 59 N, Suite 315 Humble, TX 77338
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Precept Wealth Management

“Many financial advisors in this world do an exceptional job. I want to be known as one of them; but more importantly, I want to be known for my integrity."

— Kyle A. Sadler, CRC®
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Investment
Strategy

The clients we serve and anticipate serving maintain diverse goals and investment requirements. Our Investment Strategies are customized for each client, each investment, and every dollar.
Humble Financial Consultant

Precept 
Wealth Management

  • Kyle A. Sadler, CRC
    Licensed 1999
  • David Farrell, MBA, CRPC
    LicenseD 1998
  • Lindsey Campbell Redding
    LicenseD 1006
Asset Management
PERSONALIZED INVESTMENT

COMPREHENSIVE  SOLUTIONS
invest
FINANCIAL PLANNING
Pre-Retirement

Transitioning

Legacy Planning
invest
Investment
Analysis
Current Holdings

Business solutions
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  • Kyle A. Sadler, CRC
    Licensed 1999

    A Few Financial Partners

    Vanguard Financial Logo
    Pacific Life Logo

    Our Available Books

    Buy on Amazon
    Retirement Shift Front Cover
    I'm Retired Financial Book

    Contact Us

    Precept Wealth Management
    19506 Highway 59 N, Suite 315
    Humble, TX 77338


    Office: (281) 973-9290
    Fax: (281) 973-9602
    Email: info@preceptwm.com

    Legal

    Registered Representative, Securities offered through Securities America Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in ALABAMA, CALIFORNIA, FLORIDA, HAWAII, LOUISIANA, SOUTH CAROLINA, TEXAS, WASHINGTON. 
    Investment Advisor Representative,
    Securities America Investment Research Advisors, Inc., a Registered Investment Advisor, Securities America and Precept Wealth Management are not affiliated.

    http://brokercheck.finra.org/

    This site is published for the residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact businesses and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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