The roots of success are seeded in the desire for a well-planned legacy. And a powerful resource in planning for future generations is the confidence gained in a trusted wealth manager who, for generations, has local, Texas-based experience in planning, managing and growing the assets you’ve worked so hard to build. We’re here to listen to your unique circumstances, take time to learn your family's history and identify the values important to you and the ones you love.

You’ll have a team of experts at your service, including a Trust Advisor, Oil and Gas Manager, Real Estate Manager, Estate Settlement Specialist and a dedicated investment Portfolio Manager. These professionals will work closely with your outside Advisors which often include your attorney, CPA, business manager, and family office manager to build a unified strategy to accomplish your unique long-term goals.

It’s just that easy

Retirement Planning | Investment Management | Major Purchase & Education Strategies