Longhorn Wealth MGMT Group

At Longhorn Wealth Management Group, we specialize in providing comprehensive wealth management services with an emphasis on maximizing tax-efficient retirement income for our clients, with a focus on serving University of Texas alumni, employees, family, and friends. Our firm's service levels are structured to support and earn long-term client/family relationships that will span multiple generations. We are proud to have succeeded in providing that unique service level for over 30 years.

We welcome all of you to contact us to discover how we may be of valuable service to you, your family, or your business. Our team of experienced professionals is dedicated to helping you achieve your financial goals and aspirations. We believe in taking a holistic approach to wealth management, which is why we offer a range of services designed to help you achieve financial freedom.

Our Services

Our services are designed to help you achieve your financial objectives, whether you're looking to plan for retirement, manage your investments, or protect your assets. We offer Strategic Wealth Planning Services for those desiring a formal fee-only financial planning process, Tactical Advisory Services for those seeking a more targeted yet still consultative approach using fee-or-commission-based solutions, or Consulting Fee Services for the self-implementing client.

Our Investments & Asset Management services are designed to help you achieve your financial objectives by constructing and managing the breadth and depth of your investments. We incorporate both your personal and business assets, including all taxable, tax-deferred, and tax-advantaged resources.

We also offer Insurance & Risk Management services to help protect your assets and income from unforeseen events. Our focus is to ensure that you are appropriately protected from all the risks you face through every stage of your life and your business.

Finally, our Retirement Income & Legacy Planning services are designed to help you optimize your retirement income while focusing on strategies that are designed to achieve your ultimate legacy.

Our Mission

Our mission is to provide our clients with comprehensive wealth management services that are tailored to their unique needs and goals. We believe in building long-term relationships with our clients, and we are committed to helping them achieve financial freedom.

Our Values

At Longhorn Wealth Management Group, we value integrity, honesty, and transparency in all our dealings with our clients. We believe in providing personalized service that is tailored to each client's unique needs and goals. We are committed to helping our clients achieve financial freedom, and we are dedicated to building long-term relationships with them.