Protect Your Retirement Lifestyle

Let us develop a strategy to support your goals for today so that you will be better prepared for tomorrow

Our Mission is Simple: To Provide Quality, Proactive Investment Advice and Financial Planning While Giving Back to the Community we are Proud to be From and Call HOME

Learn About Our Financial Services

Proactive Wealth Management

Get investment advice that helps you manage your wealth for today and tomorrow by being better prepared for volatility or a downturn before it strikes.

Retirement Planning

It’s never too soon or too late to adopt strategies to support your retirement goals. Our financial professionals will help you develop a workable plan.

Estate Planning

Get the trusted advice you need to manage your estate and assets. Bring your questions to us and we'll provide you with everything you need to make informed decisions.

A Little About Us...

Holt Wealth Management LLC is Registered Investment Adviser founded in 2021 by Jody L. Holt

Registered Investment Adviser firms receive compensation in the form of fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not required to act as a fiduciary, they simply must make suitable recommendations for a client. This is a different standard of care, but most consumers are unaware of the difference, as any of these professionals may call themselves a financial adviser.

About Jody L. Holt, AAMS®

Jody L. Holt, is a Financial Advisor, Wealth Manager, and 401k Coach in the Texas Panhandle. His years of business experience provides a firm foundation for helping high net worth clients, individual business owners, and overall successful people manage their wealth. He understands his clients are in different stages of life and his investment process reflects their situation. Taking a proactive approach with client’s investments allows for increased wealth, reduced taxes, and better control during market volatility. Jody takes pride in helping clients gain clarity and make informed decisions in a comfortable and relaxed manner.

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