CONNECT

Address:

3131 McKinney Avenue
Suite 600
Dallas, TX 75204

Phone:

214-614-2664

Fax/Other:

210-907-7869

Our Preferred Partners

We believe in a team based approach and have established a comprehensive team of prefessionals to handle your complex, individualized financial needs: 

Kruse Mennillo, LLP 

Keza Corporation 

William E. Johnson, III P.C.  

Steve Johnson Consulting

Star 

Sapphire 

SEI Investments Company - why use us 

Centuarus Financial - about us 

Gold Coast Trustee 

Merle, Brown & Nakamura, PC