Why Do Clients Choose & Stay with Us?

The Cackley Group is a Texas-based wealth management team that serves the wealth planning and investment management needs of a select group of individuals, families, and businesses around the country.  Our mission is to develop lasting relationships with our clients while bringing the experience, knowledge, and solutions necessary to help them reach their goals.  Our commitment to this mission is defined by three core principles:

1. Client-Centered Approach
   • Thorough discovery and active listening helps us truly understand our clients’ goals and values
   • Comprehensive planning framework that answers key questions along with tailored strategies to reach goals
   • A commitment to educating clients helps simplify complex issues and eases decision-making

   Benefit:  Clients can approach life’s events and transitions with confidence

2. Goal-Based Solutions
   • The ability to bring our expertise and world-class resources to the table with personalized support.
   • A needs and risk-based approach to investment management leads to outcome-based and customized portfolios tied to our clients’ goals
   • A willingness to work with clients’ accountant or attorney eases implementation

   Benefit:  Clients feel the comfort that comes from having a single, trusted advisor that puts client goals first

3.   Meaningful Relationships
   • Dedicated, experienced staff that is highly approachable, accessible, and responsive
   • Proactive communication helps us inform our clients of their progress and enables us to prepare, anticipate, and respond
   • Active community involvement and developing friendships with many clients creates comfort and trust

   Benefit:  Clients feel a greater sense of trust and understanding that comes from a personal relationship