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Advising Investors Since 1974

Your choice for Financial Services

We are a comprehensive financial services and wealth management firm that commits our energies, intellect and knowledge to pursuing the financial objectives of our clients. We develop, customize and implement disciplined plans designed to appropriately manage your wealth. You may reach us via email at [email protected], by phone at 817-341-7283 or toll-free (800) 445-7380 or stop by our offices ‘On the Square’ in Downtown Weatherford, Texas.

OUR BUSINESS IS PEOPLE AND THEIR FINANCIAL WELL-BEING.

Choosing suitable investments is just as important as avoiding the pitfalls of the wrong investments. We guide you through this process, and strive to help you select investments that are reasonbly suitable and a reflection of your needs and goals. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continual duty.

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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