Broker Check

 Maximize Your Wealth, Minimize Your Taxes 



Whether you desire a truly holistic and comprehensive wealth management plan, are seeking a more targeted identification and...

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The creation and management of your wealth is an unending challenge. So, whether you are early in the wealth building process or...

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Protecting your assets and income are critical elements of both building and maintaining your wealth. Our expertise enables us to identify and...

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Managing your retirement income may be the most challenging element of your entire wealth management process, as it both dictates your lifestyle and...

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Our firm specializes in providing comprehensive wealth management services with an emphasis on maximizing tax-efficient retirement income for our clients, with a focus on serving University of Texas alumni, employees, family and friends. Our firm’s service levels are structured to support and earn long term client/family relationships that will span multiple generations. We are proud to have succeeded in providing that unique service level for over 30 years.

  We welcome all of you to contact us to discover how we may be of valuable service to you, your family or your business.
Please click the “Let’s Connect” link below and we will look forward to visiting with you soon! Thanks!

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Our Areas of Expertise

 Wealth Planning & Advisory Services

We offer Strategic Wealth Planning Services for those desiring a formal fee-only financial planning process, Tactical Advisory Services for those seeking a more targeted yet still consultative approach using fee-or-commission-based solutions, or Consulting Fee Services for the self-implementing client.

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Investments & Asset Management

We construct and manage the breadth and depth of your investments through methodologies which seek to ensure all your financial objectives are achieved. We incorporate both your personal and business assets, including all taxable, tax-deferred, and tax-advantaged resources.

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 Insurance & Risk Management

Bad things happen to good people. Your health is your greatest asset, and we want to protect that asset for you and those you love. Our focus is to ensure that you are appropriately protected from all the risks you face through every stage of your life and your business.

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Retirement Income & Legacy Planning

Managing your income resources may be the most complicated and critical portion of your entire retirement process. We specialize in helping you to optimize your retirement income while focusing on strategies that are designed to achieve your ultimate legacy.

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Market Summary

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