Geoff Lanceley

With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston. He is a 5 year (2019-2023) recipient of the “Five Star Wealth Manager” award as noted in Texas Monthly magazine.* Geoff currently resides with his wife, Lise, in West University Place, TX, and enjoys volunteering for Rotary, photography, racquetball, golf and traveling in his spare time.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, 2021, or 2022 FIVE STAR Wealth Managers. Awarded 7/01/19 for the period of 10/15/18 - 4/26/19. Awarded 7/01/20 for the period of 9/30/19 - 4/17/20. Awarded 7/01/21 for the period of 9/14/20 - 4/30/21. Awarded 7/01/22 for the period of 9/20/21 - 4/08/22. Awarded 07/01/2023 for the period 10/10/2022 through 05/05/2023.