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News and Events

Stay Up-To-Date
WITH THE LATEST LOCAL AND MARKET HAPPENINGS
What we say about ourselves is one thing, but for someone looking to select the right financial planning partner, it helps that we’ve also been recognized by leading organizations and publications for our vast knowledge and experience.

We are proud to have been acknowledged by:
Investment News
Barron's "Best of the Best"
SMU's Dallas 100
Five Star Wealth Management

As well as
quoted by:
Forbes
The Dallas Morning News
Private Wealth Magazine
IARFC's Register
And More
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