Adrienne Upchurch

  • scenic view

Who We Are...

The Allegiant Wealth Management Group is a financial planning business. Our clients are individuals and businesses. We work with different insurance companies to provide our clients with products to fit their needs. Some of the products we provide include disability insurance, life insurance, disability overhead expense, retirement planning such as 401ks, IRAs and annuities, as well as long term care.

 

What We Do...

The Allegiant Wealth Management Group exists to help our clients prepare. We have an offensive strategy for future costs such as retirement and college. We have a defensive strategy against potential crisis such as a death, disability, or a need for long term care. Our goal is to help prepare our clients in order to eases the fear of financial crisis and give security for the future.

About Me...

Adrienne has worked for the past fourteen years to provide personalized strategies for individuals and businesses. Adrienne has attained her MBA, CLU, and CFP. Adrienne is active in the financial industry as current President of the Dallas/Fort Worth branch of Women in Insurance & Financial Services and guest speaker at many medical conferences around the United States.