WHAT WE DO

WHAT WE OFFER

We are a team of CPAs and Attorneys experienced in financial planning and execution in multi-generational tax and financial planning. We integrate strategies into a customized plan for you, your business, and/or family accompanied with insight, clarity and partnership to provide advice for you and generations to come. 

 

Our clients are individuals, families, and small businesses who want smart, effective and efficient financial solutions in a well-coordinated executed plan.  As attorneys and CPAs, we focus on your overall financial picture, providing comprehensive financial planning, tax preparation, and tailored multi-generational private wealth management strategies.

 

Our wealth strategy is based on long-term investment goals of preserving principal, maximizing income, and accumulating capital.  We apply a structure, methodical approach to the management of our client's financial lives that is equipped to weather all types of market conditions.  As your fiduciary partner, we also review and monitor your will, estate plan, investments, taxes, business succession plans, and insurance.  

 

The foundation to our investment approach is based on proven concepts that help to maximize returns, manage risk, and build long-term meaningful client relationships. In short, we combine all financial disciplines into creating one solution specifically designed for you.  

  • Investment Management

  • Tax Planning

  • Multi-Generational Estate Planning

  • Business Tax Strategies

  • Real Estate

  • Retirement Income Planning

  • Alternative Investments

  • 401K & Executive Benefit Plans

  • Cash Management

  • Educational Planning

  • Asset Protection

1717 West Sixth Street, NW, Suite 108
Hartland Plaza
Austin, Texas  78703
512-291-6391