Five Star Wealth Manager in Dallas/Fort Worth, Texas Monthly, August 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021.

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 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.