We'd Love to Hear From You!

Looking for a new CPA or Wealth Manager? Ready to talk to someone? Give us a call or request a complimentary initial consultation using the form. 

 

  12221 Merit Drive, Suite 750
        Dallas, TX 75251
 972.503.1040
 

 

Meet Our Team

 

 

Please note that we cannot accept withdrawal, trade, account changes or tax return requests through this website. No personal information or account numbers should be entered here. Please contact your CPA, Wealth Manager or Client Service Representative directly for assistance with personal account requests or changes. Visit the Our Team page to reach out directly.