An Unconstrained Investment Management Firm

For investors who want…

  • Portfolio construction & allocation flexibility
  • Performance that is total return & goals based
  • Privilege to determine market participation

What are your family financial values?

Did you know that approximately 70% of families lose their wealth by the 2nd generation and a stunning 90% of a family’s wealth is lost by the 3rd generation?

Are you preparing your family to be wealthy?

Are you prepared to take care of your 21st century family?

From overseeing the care of your senior parents to your millennial who is still looking for that big career break or maybe you realize your kids 529 Plan is a little “light”.

The sooner you start asking the right questions, the sooner we can help you find the right answers.

Who We Serve

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees.
We have a unique understanding of our clients' challenges and opportunities.

Families

investors

Entrepreneurs

business owners

Professionals

executives

Retirees

pre & post

Financial Quotes

  • Planning

    by Richard Cushing
    Always plan ahead. It wasn’t raining when Noah built the ark.
  • Investing

    by Sir John Templeton
    The four most dangerous words in investing are: "this time it's different".
  • Taxes

    by Will Rogers
    The difference between death and taxes is death doesn’t get worse every time Congress meets.
  • Retirement

    author unknown
    Nobody gives scholarships for retirement.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (806) 224-5488
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Clients

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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