Overview

We are a leading financial advisory firm based in Dallas, Texas. For over 25 years we have served as trusted financial stewards to our clients in 44 states and abroad, working diligently to help them achieve their goals, dreams and financial security. Our mission is to conscientiously secure the financial well-being of our clients over the course of their lives. We provide a holistic service model consisting of financial planning, asset management, tax and estate planning including tax preparation. We are looking to grow by acquisition or partnering with advisers who want to leverage our services and platform to grow their business and ultimately monetize their practices.

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