312 Doucet Road,
Travis Godley, Financial Advisor for over 20 years, began his career at Edward Jones and UBS, then realized the value of being independent—the ability to structure his business best suited to benefit clients. This is the foundation of Godley Wealth Management. We’ve designed, modified, tweaked and perfected an investment process our clients profoundly appreciate. Education and effective and frequent communication are key to understanding your investment portfolio and ultimately reaching your goals. We spend a lot of time educating clients on markets and the economy. Most importantly, Godley absolutely loves what he does for a living, which automatically translates into a better experience for clients.
Our goal is to give clients comfort and peace of mind, particularly when the unexpected occurs. We’re a comprehensive financial services firm, offering many types of investments. Godley Wealth Management handles financial and estate planning, insurance products when necessary, and many other aspects of our clients’ financial lives. No two situations are the same. For each individual, family or business we serve, we craft a specific investment portfolio to match the client’s goals, while also taking care to manage risk appropriately.
We have access to research, products, and resources of multiple major firms, unlike most of our competitors which often only have access to their own research. This gives us the ability to cross-reference, study and analyze information unique to our industry. Additionally, our custodial services are with First Clearing, one of the leading and largest custodians in the nation. These services give our clients safekeeping and record-keeping of assets second to none and gives the same insurance protections or all major brokerage firms.
Our staff values each client, and we don’t take lightly the opportunity to support them. Connecting with people is what we do best. Our mindset is to do whatever is necessary to guide people we serve. Our clients often tell us we go far beyond our call of duty. This is what makes us tick, and we are delighted to keep rising to the call. Client relationships are like family, and we’ll always put their goals and needs above our own.
Founder, Financial Advisor
Vice President, Financial Advisor
Customer Service Representative
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.