Main Street Grapevine Texas, Grapevine historical architecture, historic downtown grapevine, Grapevine financial planning, Grapevine wealth management, Grapevine investment management, better investment experience


The Sidewalk Judge sizes up passerby outside of the Messina Hof Winery Tasting Room on Main Street, Grapevine.

The reality of running an enterprise often blurs the line between personal and business finances. As entrepreneurs ourselves, we understand the inherent risks and challenges associated with business ownership. We provide business owners with wide-ranging solutions to address wealth management needs at every stage of the business lifecycle, from employee retirement plans and asset protection strategies to succession plans.

The goal of our advisory partnership is to simplify and contextualize the full financial picture so that clients can make informed and timely decisions and focus their energy where it matters most—making their business a success for themselves, their family and their valued employees.

We offer a full range of retirement plan solutions for business owners, including 401(k) plans, profit sharing, defined-benefit plans and non-qualified deferred compensation plans. Our retirement planning strategies focus on minimizing expenses while providing participants with a robust selection of investment options. This mix of efficiency and effectiveness helps our business owner clients attract and retain top talent while helping their employees prepare for retirement.

Our retirement plan consulting services focus on helping plan sponsors determine whether their current plan meets their business objectives and understand and fulfill their fiduciary responsibilities. In addition, we are committed to working with plan sponsors to educate participants on planning for a successful retirement.

Simplify how your business attracts and retains talented employees - give our experienced team a call