Business Details
17 Years
experience
Your Trusted Partner for Financial Planning Solutions
Wealthview Capital is an independent, fee-only advisory firm dedicated to personalized financial planning and asset management. With over 30 years of combined experience, we prioritize client goals through comprehensive financial strategies, tax-efficient portfolios, and ongoing fiduciary guidance. Our team constructs diversified investment solutions tailored to individual needs while maintaining transparent fee structures. As stewards of client wealth, we emphasize long-term financial health, risk mitigation, and legacy planning. Our institutional services extend expertise to trusts, endowments, and retirement plans, ensuring alignment with organizational missions.Operating under a fiduciary standard, we avoid product sales and commissions, focusing solely on client interests. Our digital tools provide real-time portfolio access, complemented by in-person support at offices in Jackson and New Orleans. Through collaborative planning and periodic portfolio rebalancing, we aim to minimize unnecessary risks while pursuing measurable progress toward client objectives. Our practice model leverages collective team expertise to address evolving financial landscapes. We serve clients nationwide, emphasizing mutual accountability and holistic wealth management.
Services
Goals-Based Planning
Asset Management
Retirement Preparation
Legacy Planning
Estate Planning
Insurance Advice
Institutional Services
Education Savings
Details
- Year established: 2009
Highlights and features
- We have over 30 years of experience in personalized financial planning and asset management.
- Our fee-only model eliminates conflicts of interest inherent in commission-based advisory services.
- We maintain a fiduciary standard, legally bound to act solely in client interests.
- Our portfolios utilize broad diversification and periodic rebalancing to reduce risk.
- We provide real-time digital access to portfolio information alongside personal support.
Associations and certifications
- Registered Investment Advisor
Services
Goals-Based Planning
We develop customized financial roadmaps aligned with client objectives. Our process identifies short- and long-term goals, risk tolerance, and resource allocation strategies. Through continuous monitoring, we help clients navigate life milestones while maintaining focus on wealth growth and preservation.
Professional Asset Management
Our team constructs diversified, tax-efficient investment portfolios tailored to individual needs. Using low-cost instruments and periodic rebalancing, we aim to optimize risk-return profiles. Ongoing performance tracking ensures alignment with evolving client circumstances and market conditions.
Legacy Planning
We help clients establish frameworks for transferring wealth according to their wishes. Our digital vault system securely stores critical documents, while strategic planning addresses spousal care, generational gifts, and charitable contributions.
Institutional Investor Services
We provide fiduciary support for trusts, endowments, and retirement plans. Our services include investment policy development, regulatory compliance guidance, and governance improvement strategies tailored to organizational missions and beneficiary needs.
Retirement Preparation
Our retirement specialists analyze current resources and future needs to create sustainable income strategies. We incorporate Social Security optimization, tax planning, and longevity considerations to help clients achieve financial security in their post-work years.
People
Sam Taylor
Founder
With 40+ years in wealth management, Sam founded Wealthview Capital in 2009. Certified in multiple financial disciplines, he was recognized as Mississippi Business Journal's Leader in Finance in 2019.
Michael Tuskey
Wealth Management Specialist
Michael brings a decade of analytical experience, including complex claims management for the BP Oil Spill settlement. He holds specialized certifications in retirement planning and wealth management.
Austin Hurt
Director of Client Services
Austin coordinates client operations with specialized credentials in asset management and retirement planning. He graduated from the University of Southern Mississippi with marketing expertise.
Steven Randolph
Wealth Management Analyst
Steven contributes 13 years of financial analysis experience from C-Spire. He focuses on research, trade execution, and financial plan development for Wealthview's clients.
Miriam Fair
Director of Marketing
Miriam manages marketing initiatives and client events. With advanced communications degrees, she is completing her doctorate at Tulane while overseeing Wealthview's educational programs.
Questions
What services does Wealthview Capital offer?
We provide financial planning, asset management, retirement preparation, legacy planning, and institutional advisory services tailored to individual and organizational needs.
Are you fiduciaries?
Yes, we operate under a fiduciary standard, legally required to act in your best interest without conflicts from product sales or commissions.
How are your fees structured?
We charge a flat annual fee based on assets under management, billed quarterly, with full transparency about all costs involved.
Do you serve clients outside Mississippi?
We serve clients nationwide from our Jackson and New Orleans offices, supporting individuals and institutions across the continental United States.
How do you approach investment risk?
We use broad diversification, periodic rebalancing, and personalized risk assessments to create portfolios that balance growth potential with capital preservation.
Can you help with college savings plans?
Yes, we specialize in education funding strategies that coordinate with retirement goals, providing current cost data and savings vehicle recommendations.
