THE PEOPLE WE SERVE
Our team primarily works with affluent families and individuals who are retired or nearing retirement. They include executives, professionals, independent women and, of course, retirees. With our location here in the Houston area, you might expect that we serve individuals in the oil and gas industry, and we do – but, the fact is, our clients represent a diverse cross-section of occupations in cities across America.
While their financial situations vary greatly, one commonality is their desire to manage and grow their wealth, while mitigating risks such as inflation, taxes and others. We apply our extensive knowledge and capabilities to customizing financial strategies that address the needs and concerns of each. We are very connected to the financial and personal lives of our clients, and pride ourselves on building trusted, long-term relationships.