Over a year ago, we realized that we needed to make a change to continue to improve our client experience, attract top quality team members, and stay up to date with technology and tools now available in our industry. We knew the transition would be significant for us and for our clients, and we went in search of a partner who would embrace who we are at our core and give us the scaffolding and resources to grow intentionally and to provide a unique offering in the often-confusing world of wealth management.
We chose to partner with NewEdge, a pro-business, pro-advisor firm that has built an invitation-only platform for elite advisors. They attract top advisors and help them to deliver a superior client experience. Our partnership with NewEdge provides us with access to diverse investment solutions, from nationally recognized managers to portfolios managed in-house, as well as a full complement of alternative, private, and boutique offerings.
We also have enhanced capabilities to serve ultra-high net worth clients with experts in tax, estate, philanthropy, investment, and insurance solutions. We excel at creating tax strategies for our clients and now with NewEdge, we have deepened this expertise.
Finding a partner was not easy. Many firms wanted to buy us. We politely declined. We know that what we do is unique, and we have no intention of watering down who we are or what we offer. We chose NewEdge Advisors because they support successful advisors who want to grow, and they have built their firm accordingly. For our clients, that means an improved client experience with more cohesive systems, as well as a robust investment platform and a deep bench of experts for more nuanced wealth needs. For us, it means an improved technology stack, best-in-class tools and team, and a group of peers who are as focused on providing an outstanding client offering as we are.
Who are we at our core? We are a boutique wealth management firm based in Dallas, but we serve clients outside of Texas and across the country. We help our clients use their money to have the lives they want – not the product someone wants to sell. We thrive on transparency, the human side of money, and helping our smart clients gain confidence in their decisions about money.
We are female-founded and led, and we have a highly credentialed, well-seasoned team with diverse backgrounds and experiences. We challenge industry norms that don’t make sense. We are setting a new example of what the successful wealth management firm of the future can look like and offer. We lead with financial planning and design portfolios to execute our clients’ plans, all with a future-focused tax strategy overlay.
We know that no two households are the same. We believe that setting life goals and achieving them is wildly fun, and we love standing by our clients’ side on their journey and celebrating them as their visions become reality.
Our partnership with NewEdge starts a new chapter for our firm and our team. We look forward to introducing you to our expanded capabilities.
Learn more about our partnership with NewEdge and what it means for you in the video below.