Wealth Management

Build, preserve and transfer your wealth.

Wealth Management will:

  • Team with your attorney and CPA for
    trust planning, asset protection.
  • Assume current or future wealth management
    and estate settlements.
  • Professionally plan investments around
    your income needs and risk tolerance.
  • Customize your investment objective, asset allocation & detailed investments.
  • Actively manage investments and provide regular, timely reporting and rebalancing as desired.
  • Access more than 80 professional money managers.
  • Manage oil/gas assets, charitable trusts, private foundations, retirement accounts and more.



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