We provide comprehensive wealth management solutions to successful individuals and families. Our clients include professionals who are accumulating their wealth as well as retirees who are interested in maintaining their lifestyles and preserving their wealth.
Integral to our service delivery, is a deep, personal knowledge and understanding of our clients financial circumstance. This understanding begins in our initial "Get Acquainted" meeting when we begin to chart out a "financial infrastructure," which helps all involved see the big picture.
Once equipped with this outline and an understanding of your goals, we put together a wealth forecasting analysis. The wealth forecast compiles multiple assumptions to help us determine the appropriate asset allocation to help our client's reach their goals.
Our investment management and planning services are often complimented by a relationship with our sister firm, Maddox, Thomson & Associates ("MTA"). MTA has been delivering high quality tax planning an compliance services to Houston's high-net-worth community since 1985.
While, the fees for ongoing investment management are based on a tiered schedule disclosed in our Form ADV, stand-alone planning engagements are based on a pre-negotiated fee.
TOUR : INVESTMENT MANAGEMENT