Fiduciary wealth, tax & retirement planning for Dallas households and business owners.
DFW households often combine corporate equity compensation, business equity, and significant brokerage assets. We bring the entire balance sheet under one coordinated plan.
Coordinated planning across investments, taxes, retirement, and business equity.
Executive Compensation
RSUs, NQSOs, and deferred compensation modeling for executives at DFW corporate employers.
Business Owner Strategy
Cash Balance, §412(e)(3), and pre-exit tax planning for Dallas-area founders and partnerships.
Texas Tax Advantage
Federal-only Roth conversion and asset-location modeling for Texas residents.
Park Cities & Plano Families
Multi-generational planning, 529 + trust coordination, and estate alignment with your local attorney.
Concentrated Stock
Diversification plans, 10b5-1 trading windows, and tax-aware exit strategies.
Fiduciary Portfolio Review
Independent second opinion on your current wirehouse or broker-dealer portfolio.
Dallas planning questions we hear most
Do you work with Dallas–Fort Worth business owners?
Yes. The DFW metroplex is a core market — particularly business owners, professional services partners, and corporate executives in Plano, Frisco, and the Park Cities.
Can you coordinate with my Dallas CPA and estate attorney?
Yes. We work alongside your DFW CPA and attorney as your fiduciary wealth coordinator, aligning investments, tax planning, and estate strategy.
How does no Texas state income tax change my planning?
It increases the relative value of Roth conversions, lowers the cost of asset location decisions, and makes deferred compensation timing simpler. We model federal-only and account for any future relocation.
Do you help with concentrated single-stock positions?
Yes. We routinely model diversification plans for executives at large DFW employers including planning around restricted stock, 10b5-1 trading plans, and tax-aware exchange funds.
Are you independent or affiliated with a wirehouse?
We are an independent fiduciary firm. We hold no proprietary products and are not part of a wirehouse, broker-dealer, or insurance company sales channel.