We live and work near you
Our financial advisors work with clients across the United States thanks to our many different office locations and technologies that allow us to meet with you wherever you are. We have a team of wealth advisors, tax strategists, accountants and investment professionals waiting to hear from you and help guide you through your journey towards building, growing and protecting your wealth.
Connect with a member of our team below, or read on to learn more about our values and expertise.
Our Team’s Work Statement
J. Wade Lopez, CFP
Founder, CEO
We show up for our clients each and every day. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. From the day we first opened our doors in 2002, we have strived to become our clients’ most valuable resource. Providing objective, thoughtful, and strategic advice to our clients is paramount. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.
Do your values match ours?
Do I really need a financial advisor?
It depends on what your goals are. If you are looking to build, grow, protect, or pass your wealth on to your heirs, the answer is YES.
Financial Planning
Our advisors will create a unique “financial life plan” considering your current situation, your immediate goals, and your long-term dreams.
Estate Planning
Our team focuses on tax strategies to make the most out of your estate while keeping you well informed every step of the way.
Retirement Planning
We help you get started as soon as possible by keeping it simple.
Tax & Accounting
Our team puts together advanced accounting and tax strategies to help optimize your savings and your investments.
Investment Management
Our innovative in-house asset management will work with your advisor to build an investment model that matches your goals and your values.
Entrepreneurial Planning
Our advisors provide growth-minded business owners with tax strategies and the right structure to build and grow your dream company.
Custom Wealth Building
For the most complex of financial scenarios, our Custom Wealth Group creates advanced tax and accounting strategies combined with enhanced planning and innovative asset management.
Do I really need a financial advisor?
It depends on what your goals are. If you are looking to build, grow, protect, or pass your wealth on to your heirs, the answer is YES.
Financial Planning
Our advisors will create a unique “financial life plan” considering your current situation, your immediate goals, and your long-term dreams.
Estate Planning
Our team focuses on tax strategies to make the most out of your estate while keeping you well informed every step of the way.
Retirement Planning
We help you get started as soon as possible by keeping it simple.
Tax & Accounting
Our team puts together advanced accounting and tax strategies to help optimize your savings and your investments.
Investment Management
Our innovative in-house asset management will work with your advisor to build an investment model that matches your goals and your values.
Entrepreneurial Planning
Our advisors provide growth-minded business owners with tax strategies and the right structure to build and grow your dream company.
Custom Wealth Building
For the most complex of financial scenarios, our Custom Wealth Group creates advanced tax and accounting strategies combined with enhanced planning and innovative asset management.
Contact Us
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.