While success is a common denominator among our clients, they come from varied backgrounds. Being in Texas, it goes without saying that many are in the oil industry. Others work or have worked for other prominent corporations here in Central Texas. Still others are area professionals such as doctors and dentists.

Whatever your line of work, we know you’ve worked hard for what you achieved, so it’s only natural that you would seek a similar work ethic in the professionals you trust to manage your wealth.

After all, you know your financial needs are multifaceted and include many complexities. You want to know how you can best grow your wealth, while protecting it from risks such as inflation and other issues that pose a threat.

Minimum Account Size
In order to provide the level of service our clients deserve, we have the following minimum thresholds for new individual clients:

• $1 million of liquid (investable) assets for new clients
• $500,000 of liquid (investable) assets for friends of clients
• No minimum for family members of existing clients

While we have stated minimums, we are flexible. For example, if you do not meet the thresholds but will likely meet them in the foreseeable future, we would waive the minimum. Please contact us regarding your specific situation. Our goal is to develop long-term relationships with our clients.