Philanthropist Philanthropy Charitable Giving Invement Management Texas Certified Financial Planner CFP Best Private Wealth ManagementPhilanthropic Minded Individuals & Families

We understand that managing wealth is about more than just what you have, it’s about the legacy you create. Whether your aspirations are small or large, we are dedicated to developing a philanthropic plan that will successfully support your charitable goals. We believe that when you can connect your wealth to your personal values, your return on life is infinitely more rewarding and that curated, thorough planning will make your giving more intentional and gratifying.

  • Gifting of low cost-basis securities
  • UGMA’s & UTMA’s
  • Establishing charitable gift funds

 

 

Philanthropist Philanthropy Charitable Giving Donate Invement Management Texas Certified Financial Planner CFP Best Private Wealth Management

 

 

 

 

 

 

 


Contact us to set up your initial consultation meeting to develop your financial and wealth management plan.