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Our Approach

By helping investors and their families in West Texas for over twenty years, we have determined that these three attributes are essential for successful wealth management.

If you lack confidence in your plan or your current advisor, we are here to help. We will take the time to understand what you want and provide the leadership, relationship, and creativity to work towards achieving your goals.

Our Services

We help coordinate our clients’ personal financial affairs and often provide advice on closely held, family-owned business issues.

Financial Strategy & Goals-Based Planning

Building a solid foundation using goals-based, financial planning that is on-going and accessible so we can focus together on meeting and exceeding important milestones, regardless of market conditions and performance.

Wealth Management

Our process focuses on building, maintaining, and protecting wealth through an investment management process that is completely aligned with your goals and objectives.


The value of our planning process is to uncover financial “uncertainties” that we may not have known existed, then working immediately to remove them by providing solutions with only your best interests in mind.

Multigenerational Planning & Wealth Building

Designed around families to address the needs of all generations so our clients can achieve a sound financial legacy that they can be proud of.

Our Team

Learn more about our amazing team of professionals.