Doing what’s right, every time.

Since 2005, Golden Rule Wealth Preservation has been working with friends and neighbors throughout the greater Houston and Dallas areas to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Info@goldenrulewp.com   /    832.761.5444 

Enter your information to request our retirement kit including three separate guides that address several retirement topics.

  • What We Do

    Our Firm

    JWehrly

    Our mission is to help clients enjoy retirement while reducing their tax liabilities. Our primary areas of focus are tax-reduction strategies, asset protection and wealth accumulation.

    learn more about our financial team 

    Classes

    seminar

    It is important to feel you have control over your future. We offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

    Register for an upcoming seminar

    Services

    services

    Making sure your assets can generate the retirement income stream you need today and keep up with the rising cost of living that inflation pressures can exert requires expert planning.

    learn more about our financial services

    Get in Touch

    Contact us at info@goldenrulewp.com or call us at 832.761.5444 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.