GUIDING YOUR PRESENT

SECURING YOUR FUTURE

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ABOUT

Weller Capital is an independent Wealth Management firm located in Southlake, TX that provides custom-tailored investment services to our clients based on their specific and unique goals. We specialize in helping clients who are approaching retirement or are already retired as well as those who have been through a life changing event such as loss of spouse or divorce.

We strive to create lifelong partnerships with our clients by offering the highest level of service, proactive advice, innovative solutions and tailored wealth management plans. We deliver unbiased, conflict-free advice that our clients rely on, allowing them to focus on the things that matter most.

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“At Weller Capital, we make the complex simple.”

John Weller, CFP®

PURSUE WHAT
MATTERS MOST

PURSUE WHAT
MATTERS MOST

SERVICES

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FINANCIAL PLANNING

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RETIREMENT PLANNING

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INVESTMENT MANAGEMENT

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LEGACY PLANNING

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COLLEGE PLANNING

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ANNUITIES

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CHARITABLE PLANNING

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Investment advisory services offered through Avantax Advisory ServicesSM.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

John@JWellerCapital.com
817• 305• 0649

Investment advisory services offered through Avantax Advisory ServicesSM.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment advisory services offered through Avantax Advisory ServicesSM.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

John@JWellerCapital.com | 817• 305• 0649

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