About Us

SourceEnergy Wealth Advisors

SourceEnergy Wealth Advisors

Faith-Based Financial Services for Intergenerational Wealth

About Us

SourceEnergy Wealth Advisors LLC is committed to providing tailored estate planning, trust management, and wealth development solutions. We empower individuals, families, churches, and faith-based organizations to build and sustain intergenerational wealth.

Our Vision

At SourceEnergy Bank & Trust, we envision a future where faith-based communities thrive financially. We integrate modern financial instruments with faith-based values to ensure long-term stability and growth for churches, ministries, and families.

Our Services

  • Trust-Based Financial Planning
  • Structured Lending Solutions for Churches and Ministries
  • Faith-Aligned Investment Opportunities
  • Financial Education for Church Leaders and Members

Partner With Us

Join us in creating a holistic financial ecosystem for faith-based organizations. Let’s build a financially sustainable future together.

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