If you are looking for someone reputable to manage your clients' money and financial concerns as you exit the business now or in the next few years, then let's talk. (___-___-____.
Our wealth management services are offered to clients who typically have from $250K (min. investable) to $50 million in assets. We work best with entrepreneurs and private business owners accumulating and/or maintaining what they’ve worked hard for over their lifetimes. We are one of the most open-architecture firms one will find, operating under a family office/private client model for services (NOT ROBO), with clients in the U.S. and abroad. We have been in financial services since the early 80's and offer sound solutions to help protect assets and grow wealth. Headquarters located in Austin, Texas.