$250MM AUM | $2.4MM GDC in
Arlington, TX

A note from Derrick Kinney…

What you’ve built is your life’s work. We understand that.

Here is a quote from a caring advisor, like you, whose practice we recently acquired: “Derrick Kinney and his team took over my practice over two years ago. His heart for clients and community is everything I wanted. He’s a great advisor. I made a great decision. 99% client retention!” – T.D., CFP

We are a fee-based, full-service financial planning firm with a strong reputation. We are experienced in partnering with high-quality financial advisors to successfully transition their clients when they are ready to leave the business. Our process helps make the transition seamless for you, while building trust and credibility with your clients.

As the owner, I am personally involved in visiting with clients to help continue your legacy. My team and I are easy to work with and we take great care of clients! With multiple office locations and a strong team of caring advisors and support staff, we serve clients throughout Texas and the surrounding areas.

What’s the next step?
Let’s set up a no-obligation phone call to discuss your vision for this practice, your investment philosophy, your service model and how you and your team care for your great clients – to explore if we may be the “right fit.”

I look forward to our call together and appreciate your consideration!

Warm regards,

Derrick Kinney, CRPC, ChFC, CASL, CLTC, CKA
Private Wealth Advisor

P.S. – Call me now at ___-___-____. Let’s visit about what your ideal transition looks like and what you want your legacy to be.

P.P.S. – We are easy to work with!