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SEC registered investment advisory firm providing financial planning and investment advice to affluent families and organizations.
Personal attention and comprehensive resources – just the combination you need in an advisor. LegacyTexas Wealth Advisors integrates a broad array of services to create your powerful, customized wealth strategy.
Financial Planning: First we get to know you and understand your unique needs. We then devise a comprehensive plan that can include an analysis of your personal investments, your retirement and education funding goals and the condition of your overall estate. We continually review and adjust your plan as your life changes and your financial needs shift.
Investment Management: We create customized investment programs that may be unique to each client and we diversify risk by objectively selecting investment options that are designed to be in line with each investor profile. Our number one goal is to achieve the greatest risk adjusted return for our clients.
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