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Private Wealth


We all strive for Plan A, but it's good to have a Plan B. Smart money is prepared for any financial possibility. Our advisors can help you assess risk and plan accordingly.

Be Prepared for What If

We make it easy for you to safeguard your wealth, minimize estate taxes and provide long-term financial security for your family. We also offer insurance strategies for business owners. We have a comprehensive range of insurance solutions, including:

  • Term and permanent life insurance
  • Disability insurance
  • Long-term care insurance
  • Premium finance
  • Personal lines

You’ll receive unbiased guidance and insurance strategies tailored to your needs, so you and your loved ones have peace of mind.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

Private Banking
Dallas: 214-346-3911
North Dallas: 214-346-3955
Fort Worth: 817-348-5775
Houston: 713-357-2256

Fiduciary Services
Dallas: 214-525-7696
North Dallas: 214-346-3973
Fort Worth: 817-302-4952
Houston: 713-357-2257

Financial Planning
Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5792
Houston: 713-260-5637

Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5774
Houston: 713-260-5637

Mineral Management

Real Estate Services

Additional Contact Information