Five Star Wealth Manager in Dallas/Fort Worth, Texas Monthly, August 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020.
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 the 2020 named for this award.
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 and Al have over 60 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 Scott and Al. Whatever stage of life you are in, Scott and Al will help you prepare for what's next.
Newsletters
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Calculators
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Lease Payment
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.