We are a team-based comprehensive wealth management company located in Tyler, Texas, whose professionals work with clients across the country. Our mission is to help individuals and families realize that the purpose for their wealth is to facilitate their life purpose, and then guide them towards the fulfillment of that purpose in all areas of their financial life. We start with a financial plan and support that plan with sound investment management, insurance planning, and tax planning.
Click on photos to learn more about our team members.
This illustration sums up our overall philosophy on financial planning. We go from the top down to build a plan based on conversations with you, and then assist you in working from the bottom up to help fulfill the purpose for your wealth.