How We Serve You
Preparing for the future is hard. Daily life leaves little room for the future. Making sense out of chaos requires experience, time, and prioritization. However, when trusted guides walk alongside you, chaos becomes order.
With unwavering integrity and commitment, we serve our clients as if they were family. When preparing for the long-term, that kind of relationship is indispensable. For this reason, retirees, widows, and families with special needs often turn to our team. Whatever stage of life you are in, Scott, Al, and Patrick will help you prepare for what's next.
Scott, Al, and Patrick have over 90 years of combined experience in achieving peoples' goals for the future
As a client, we will develop a confidential relationship based on mutual trust and respect. We serve you through holistic asset and insurance strategies, investment management, retirement planning, preparation, and education. Above all else, our goal will be to help ensure that your objectives have been incorporated into your strategy and that you are working with representatives you can trust.
Five Star Wealth Manager in Dallas/Fort Worth, Texas Monthly, August 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022. *
*This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2022: Issued 7/1/2022 for the time period 09/20/21 - 04/8/22; 2021: Issued 7/1/2021 for the time period 9/21/20 - 4/30/21; 2020: Issued 7/1/2020 for the time period 10/7/19 - 4/24/20; 2019: Issued 7/1/2019 for the time period 10/22/18 - 5/3/19; 2018: Issued 7/1/2018 for the time period 10/24/17 - 5/21/18; 2017: Issued 7/1/2017 for the time period 9/26/16 - 4/28/17; 2016: Issued 7/1/2016 for the time period 11/30/15 - 5/18/16; 2015: Issued 7/1/2015 for the time period 11/30/14 - 5/18/15; 2014: Issued 7/1/2014 for the time period 11/30/13 - 5/18/14; 2013: Issued 7/1/2013 for the time period 11/30/12 - 5/18/13; 2012: Issued 7/1/2012 for the time period 11/30/11 - 5/18/12. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.
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