6110 Colleyville Blvd. Ste., 114
Colleyville, TX 76034

Phone:

(817) 503-1997

Fax:

(817) 514-4088

E-mail:

mark@wakeleyfinancial.com

Welcome to Wakeley Financial Services, a comprehensive financial consulting firm that combines personal relationships with a broad variety of financial services to help our clients meet their long term needs.

As financial professionals, we can:

Help you clarify and define your goals
Recommend solutions that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress
Make investment planning easier*

Feel free to refer this site to friends, family, or co-workers. As expansive as this website is, there is still no substitute for communicating by phone or in person.
If you have any questions, please call us at (817) 503-1997 or e-mail us at contact@wakeleyfinancial.com. We will be happy to help. We look forward to talking with you.

Professional portrait of three smiling team members

*These services are offered by Mark Wakeley through Cerity Partners LLC, a SEC Registered Investment Advisor

Newsletters

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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