Rigg Wealth Management
At Rigg Wealth Management, our mission is to provide personalized and high quality services to High Net Worth individuals in the Dallas/Fort Worth metroplex, without the added expense of a large financial firm. Our fees are based on a percentage of the total value of your assets under management, so that we can both benefit from the growth of your investments.
Our team of experienced financial advisors provides clients with tailored financial advice and support. We understand the importance of building a strong relationship with our clients and strive to provide them with the highest level of service. Our commitment to delivering quality results has enabled us to build a strong reputation in the Dallas/Fort Worth area.
Related Merchants
Promenade Advisors
Promenade Advisors LLC is a financial planning and advisory firm which provides services to individuals, high net worth individuals, corporations, foundations and endowments at all stages of their financial life. Our goal is to help clients identify their financial mission and create a comprehensive financial plan that meets their long-term needs. We strive to ensure a common understanding between us and our clients and provide a basis for the creation of strategic alternatives. Our team of experienced advisors offer a variety of financial services including investment advice, real estate consulting, and asset management. We work with clients to determine their financial goals and objectives and create tailored plans to help them realize those goals. Our advisors are committed to providing the best possible advice to ensure our clients reach their financial objectives.
Burt Wealth Advisors
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.
WP Advisors
WP Advisors is an independent wealth management firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. We strive to deliver excellent service in a timely manner and take pride in our boutique advisory firm, where every relationship is important to us. We believe that wealth management is best achieved when strategic investment management and comprehensive financial planning come together. We have no conflicts of interest as everything we do is tailored to our clients' financial goals. Our size allows us to give each relationship the attention it deserves, ensuring that our clients won't be treated like a number.
Simonet Financial Group
At Simonet Financial Group, we are committed to helping our clients realize their financial goals. Our team of experts offers holistic financial planning services that integrate proven strategies, modern technology, and personalized service. We specialize in retirement planning, cash flow and risk management, business exit and succession strategies, and investment strategies tailored to the needs of highly compensated employees and high net worth families. We also coordinate with outside professionals to ensure a comprehensive financial plan. By taking a comprehensive approach to financial planning and utilizing the latest tools, we work with our clients to create and achieve their unique financial goals. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Joyn
Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and their families. Over the past decade, the company has been developing this model to better equip clients with the knowledge and tools they need to make informed decisions that will positively impact their money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and long-term strategies to ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in assets under management.
Harding Financial Group
Harding Financial Group is a wealth management firm based in Columbus that has been helping clients with retirement planning, estate planning, and investment advice for the past 18 years. Our team of certified Financial Planners specialize in high net-worth investment strategies, providing clients with a quality service and open communication. As part of our commitment to customer satisfaction, we guarantee a return of fees paid over the first 12 months of our services. Harding Financial Group's mission is to provide clients with the best possible wealth management experience. Our expertise and dedication to excellent customer service sets us apart from other firms and allows us to provide our clients with the best advice on how to manage their wealth.