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lear
onfident
hoices
20+
Years of Combined Experience
lear
onfident
hoices
20+
Years of Combined Experience

At 3C Wealth Management, we understand that your vision for the future is uniquely yours. We serve as your partner in helping pursue that future with honest, sound advice, and the strategies you need to live life with confidence. We believe everyone deserves professional guidance to help achieve their goals. Unlike many advisors, we have no asset minimums. Instead, we welcome clients at all stages of their financial journeys.

  • Mission

At 3C Wealth Management, our mission is simple. We help clients identify their life goals, and the legacy they hope to leave, by listening to and understanding their vision and needs. We then put into action custom financial planning solutions to help navigate their challenges and support them in their pursuit of financial security.

Services to Grow and Help Preserve Your Wealth

Financial
Planning
We offer a wide range of services to help ensure the various aspects of your financial life are working together in pursuit of your goals.

Investment
Management
While investment management is an important component of your overall financial health, investment returns alone are not enough to provide long-term security.

Retirement
Planning
With your goals as our guide, we help you transition to the next chapter of life with confidence.

Medicare &
VA Planning
We help preserve your assets while working to ensure you have access to the care and support you need.

Estate
Planning
If your goals include providing a financial legacy to future generations, it’s important to have the right estate planning strategies in place.

Tax
Planning
If not properly planned for, taxes have the potential to significantly reduce your wealth-building potential.

Insurance
Planning
It’s not enough to simply grow your wealth, you must also take steps to protect it. That’s why we support our clients with a variety of insurance planning strategies.

Concierge Services
At 3C Wealth Management, we strive to simplify your life. That’s why we maintain an extensive list of well-vetted professionals to serve your needs.

Get in Touch with Our Experienced Financial Advisors

Contact Information

Phone: 682-213-3131
Text: 682-213-3131
Fax: 682-803-2015
Email: leonhenry@3cfinserv.com

Mailing Address

1712 Santa Fe Drive
Weatherford, TX 76086

Weatherford Office

1712 Santa Fe Drive
Weatherford, TX 76086

Hours

Mon, Wed, Thurs: 8:00 AM – 5:00 PM
Fri: 8:00 AM – 3:00 PM
Sat: By Appointment


Goldthwaite Office

915 W. 3rd Street
Goldthwaite, TX 76844

Hours

Mon, Wed, Thurs, Fri: By Appointment
Tue: 8:30 AM – 4:30 PM
Sat: By Appointment

If you’re looking for a trusted partner to help you build, preserve, and grow your wealth, we’d love to connect.

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