Five Star Wealth Manager in Dallas/Fort Worth, Texas Monthly, August 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022.
There are 15,570 licensed wealth managers in the DFW area. 4,374 Dallas-Fort Worth wealth managers were considered for the award, and only 335 (8% of candidates) were named 2020 Five Star Wealth Managers. There are only 88 9-year award winners. Scott was among those named for this award for 2012-2021 and Al was named in 2014-2021.
The Five Star Wealth Manager award is granted by Five Star Professional, an independent third-party research firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
How We Serve You
Preparing for the future is hard. Daily life leaves little room for the future. Making sense out of chaos requires experience, time, and prioritization. However, when trusted guides walk alongside you, chaos becomes order.
Scott, Al, and Patrick have over 80 years of combined experience in achieving peoples' goals for the future.
With unwavering integrity and commitment, they serve their clients as if they were family. When preparing for the long-term, that kind of relationship is indispensable. For this reason, retirees, widows, and families with special needs often turn to our team. Whatever stage of life you are in, Scott, Al, and Patrick will help you prepare for what's next.
As a client, we will develop a confidential relationship based on mutual trust and respect. We serve you through wholistic asset and insurance strategies, investment management, retirement planning, preparation, and education. Above all else, our goal will be to help ensure that your objectives have been incorporated into your strategy and that you are working with representatives you can trust.