THE DISTINCTIONS that make the difference

When seeking a trusted advisor to serve as your financial partner, there are several factors to consider. There are many attributes that we believe help us stand out from other advisory firms. What makes us different just might make us right for you.

WE PROVIDE FINANCIAL ADVICE, PLAIN AND SIMPLE
We know that people can encounter some pretty complicated financial situations – and we know how to manage them. But here’s an important distinction. We don’t advise you in a way that’s complicated, but instead simplify matters and make them easy to understand.

WE RELATE WELL TO OUR CLIENTS AND BUILD CLOSE RELATIONSHIPS
We’re really close to our clients, which creates more of a comfortable family environment that enables us to build strong connections with them and their lives in a way that is so personal and relatable.

WE KNOW THE TERRITORY
We’re not just talking about West Texas – which we certainly know well – but our way around the wealth management field. We serve as a guide to help our clients through their financial decision-making process. When you’re approaching significant life events, it’s better to have someone who has been there, experienced it and know the things you need to be aware of.

WE’RE RELATIVELY YOUNG AND TECHNOLOGICALLY ADVANCED
The younger age of our team members means that we’re old enough to have considerable experience, but young enough to be around to serve you, your family and grown children for decades to come. Being technologically advanced enables us to serve our clients not only all over Texas, but all across the country.

OUR EXPERIENCE WITH BUSINESS OWNERS AND MULTIGENERATIONAL FAMILIES
We’ve been involved in many multigenerational family businesses ourselves and are able to apply our personal experiences and perspectives to advising and helping business owners. While we all know the key things that business owners think about, we’re ready to talk about the five or six other things that come about that they may not even think about.

OUR EXPERIENCE WITH ENERGY INDUSTRY EMPLOYEES, FARMERS AND RANCHERS
It’s no coincidence that many of our clients work in occupations that are prevalent here in Texas, and more specifically West Texas. As a result, we really know the ins and outs of their financial situations, needs and goals – and can offer advice that is really tailored to them.

OUR CHRISTIAN FAITH AND VALUES
Serving others, doing what’s right and treating others like we would want to be treated are all things we learned as children and still hold sacred. While we serve clients of all faiths, we’re sure they would all agree that these are attributes they would want in a trusted financial partner.