Wealth Management

Our Only Bias Is Toward Your Success.

Investment Management

Portfolio management with an independent streak.

Trust & Estate Services

Planning and guidance for the next generation of relationships.

Charitable Trusts

We’ll give you the tools to help you give back.

Financial Planning

Strategize, prioritize, and clarify your financial direction.

Oil & Gas Management

Work with people who know the oil and gas business.

Real Estate Management

Let us be your property manager.

Custody & Personal Administrative Services

You provide the vision, we’ll handle the paperwork.