General Info

Not only do we provide traditional Investment Management to help build your wealth, but through our association with Wells Fargo Advisors Financial Network, we offer access to Credit Facilities and Lending Services to help preserve it. Furthermore, we incorporate Risk Management tools and techniques to help mitigate unnecessary risk - whether market related, economic or due to interest rates. Finally, when it comes to transitioning your wealth to future generations, we coordinate Trust and Estate Planning Services to help ensure that your legacy is passed on in a cost-effective, tax efficient manner. Lending services offered through affiliates. Credit subject to approval.Trust services are made available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network. Central Texas Wealth Management, Wells Fargo Advisors Financial Network and its affiliates do not render legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and who is licensed to practice law in your state.