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FIND YOUR ADVISOR

We have different advisors who can help with different goals. 

Intro Appointment

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Not a fan of email or phone calls? You can call or text each team member!

713-402-6466

DIVORCE SUPPORT

Meet with a Certified Divorce Financial Analyst®

$250 fee

DIVORCE CONSULT
Molly Ward

Molly Ward, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER® Professional & Certified Divorce Financial Analyst®

713-402-6466

Molly@WellLivedWealth.com

Molly Ward, CFP®, CDFA®, is the esteemed Founder of Well Lived Wealth, LLC, with over 25 years of financial professional experience. A proud Texan, Molly achieved the designation of CERTIFIED FINANCIAL PLANNER® and established a wealth...

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Tate Lowe

Tate Lowe, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER® Professional & Certified Divorce Financial Analyst®

713-402-6428

Tate@WellLivedWealth.com

Tate Lowe, a seasoned financial advisor, is a cornerstone of the Well Lived Wealth team. Hailing from Wharton, TX, Tate distinguished himself early on as a member of the Corps of Cadets and Parsons Mounted Cavalry while pursuing his...
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Sadie Morelli

Sadie Morelli

Client Service Associate

713-402-6449

Sadie@WellLivedWealth.com

Sadie Morelli is a Client Service Associate at Well Lived Wealth and an essential part of making The Well Lived Wealth Way feel seamless, organized, and genuinely comfortable for our clients.She supports our advisory team by handling...
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Ross Selvaggi

Ross Selvaggi, MBA

Client Service Associate

713-402-6435

Ross@WellLivedWealth.com

Ross has been a dedicated team member at Well Lived Wealth since 2022, initially joining the team as an intern over two summers before transitioning into his current role as a Client Service Associate. A graduate of Loyola University,...
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Jose Salgado

Jose Salgado

Client Service Associate

713-402-6439

Jose@WellLivedWealth.com

Jose joined Well Lived Wealth in early 2025 after graduating from University of Houston with a major in Finance and working for two years at Equitable in Retirement Planning. Jose has obtained both his FINRA SIE and Series 6...

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Leah Ragiel

Leah Ragiel, MBA

Marketing Specialist

713-402-6456

leah@WellLivedWealth.com

Leah is an enthusiastic and dedicated Marketing Specialist who brings a vibrant energy to our team with her focus on client communications, marketing outreach, client events, speaking engagements, social media, and community relations....
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Make an appointment with an individual advisor.

Scheduling and Speaking Engagement Inquiries

Team@WellLivedWealth.com

Founder

Associate Advisor

For Service:

Client Service Manager

Client Service Associate

  • Ross Selvaggi


Marketing Specialist


Client Service Associate


 


Well Lived Wealth, LLC

The Phoenix Tower
3200 Southwest Freeway, Suite 1800 Houston, Texas 77027
713-402-6466


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