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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Team

Our Team

Each member has a vital role to helping our clients maneuver through a complex financial services world.

Ev Hurley

Ev Hurley

Administrative Assistant - Client Relationship Manager

(713) 690-7210

(713) 690-9151

Jessica  Scott

Jessica Scott

Office Administrator

(713) 690-7210

(713) 690-9151

Learning Center

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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