Our Dallas Wealth Management Team
For more than 30 years, our Dallas wealth management team has specialized in guiding multiple generations of families through financial transitions, protecting wealth and lifestyles, and preparing heirs to manage wealth responsibly.
Through our Personal CFO approach, first-generation wealth creators and wealthy multi-generational families receive tailored wealth planning, disciplined investment management, and strategic family office guidance, along with collaborative coordination with attorneys, CPAs, and other trusted professionals.
Sophisticated Investment Strategies for Multi-Generational Wealth
Our Dallas Fee-Only Financial Advisors Understand That Wealth Is More Than Just Money
“Whether it’s financial independence, preparing for life’s unexpected turns, or supporting spouses and heirs, I focus on what matters most to each individual and their family. Our clients appreciate having smart, responsive guidance—what one client called “guardrails”—that lets them enjoy life without constantly worrying about their finances.
As an employee-owner, I answer only to my clients, and they know they can count on me to be honest, ethical, and always available when they need me. Ultimately, my goal is to give them the freedom to live their lives with confidence, create meaningful experiences, and leave a legacy that reflects their values.”
“Many of our clients are the self-made millionaires next door or their family members. They are knowledgeable and great at their fields but don’t have the time, desire or expertise to manage their accounts or other wealth needs — which inevitably become more complex as they grow more successful.
It took time, effort, and patience to build their wealth and it is important to us to provide clients and their families the peace of mind to manage their complex financial needs and goals wisely.”
Get Started Planning for Your Family’s Future
Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
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