Our team provides wealth management services and strategies to affluent individuals and families. Based in Abilene and Fort Worth Texas, we cater to clients who value our emphasis on diligent investment management, holistic financial strategy, as well as our access to attentive family office services.

We take an active role as stewards of clients' financial lives. We believe that investment management should not simply devolve to third-party managers. Instead, we offer actively managed investment portfolios as a component of our client's overall financial strategy. By actively participating in the markets, we gain critical insight into the nature and timing of market movements, enabling us to make tactical moves in a disciplined and prudent manner. We are patient investors, but the fast pace of today's financial markets can result in a narrow window of opportunity. We seek to position clients to seize that opportunity while mitigating risk and without falling victim to the latest fad or bubble.

Our primary goal is to streamline, organize, and enhance clients' lives so they can pursue the activities they most enjoy. We work closely with clients' external tax and legal advisors to coordinate a multi-faceted approach to wealth management.