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.