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Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise ... read more
1701 Iowa Drive, Plano, TX, 75093, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:30 p.m. | |
Tue | 8:30 a.m. to 5:30 p.m. | |
Wed | 8:30 a.m. to 5:30 p.m. | |
Thu | 8:30 a.m. to 5:30 p.m. | |
Fri | 8:30 a.m. to 5:30 p.m. | |
Sat | Closed | |
Sun | Closed |
Trip has been instrumental in helping our family plan for our financial future. He has guided us on everything from refining spending plans that help us reach our goals to finding the best retirement savings options to navigating life insurance options, helping us make decisions today that ensure financial stability for years to come.
Longhorn Wealth Management Group has a 5 star rating with 1 review.
Longhorn Wealth Management Group is closed now. It will open on Monday at 8:30 a.m.