The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission.
There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets — respecting choices you’ve made.
When you have personal and practical questions, we’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.
A fulfilling life can mean something different to everyone. With insight and clarity, we offer new ways to help you make your own life’s most important decisions.
We believe in giving you the knowledge and time you need to understand performance and, more specifically, progress toward the goals you’ve communicated to us.
As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
Two are better than one. We are partners. A team will always outperform an individual. We seek ways for everyone to win.
We are always trustworthy & dependable. We do what we say. We are worthy of the reliance of others.
We believe in servant leadership by putting others interests first. We see the best in others even when they do not. We are committed to exceptional client outcomes.
We always try to be gracious, humble and real. We are confident in our ability to add value. We express appreciation to clients, each other, and our business partners at every opportunity.
We are loyal to our clients, our cause, each other and our Firm. We avoid chasing shiny objects.
We always maintain a positive mindset. No excuses, high performance. We do not blame, and we own our response to circumstances.
9606 N. MoPac Expressway
Austin, TX 78759
Phone: (512) 794-2300
Fax: (512) 795-8930
12377 Merit Dr.
Dallas, TX 75251
Phone: (972) 386-8100
Fax: (972) 455-9116
801 Cherry Street
Fort Worth, TX 76102
Phone: (817) 335-2020
Fax: (817) 870-2478
3200 Southwest Freeway
Houston, TX 77027
Phone: (405) 942-4200
Fax: (405) 946-8690
8000 IH 10 West,
San Antonio, TX 78230
Phone: (210) 308-6300
Fax: (210) 340-6083