Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services.

All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services. Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that.