Cravens Brothers Private Wealth Management

Financial ServicesTexas, United States2-10 Employees

Achieving monetary goals is not the same as achieving quality-of-life goals. In fact, the two often work at cross-purposes, as financial matters consume the time and energy you’d otherwise allocate to personal interests.

Cravens Brothers is in the business of working towards making wealth work for the person who creates it – instead of the other way around – by providing customized financial management, fee-based investment services, strategic planning and advice.

“We don’t see things as they are, we see them as we are.”  –Anais Nin

We believe that understanding each client is the most important role we perform. Armed with a thorough understanding of how you see things, we can then build strategies and long-term solutions that provide a comfortable fit. This involves meeting with family members to gain a full understanding of family dynamics and concerns in order to set goals and priorities based on your vision.

For example, concerns and goals can be focused on:

Confidence that cash flow can be maintained for lifetimes
Balancing the need for income and growth between generations (older generations have the capital – and estate tax liability – while younger generations lack capital to drive growth and accumulation goals)
Establishing processes that incent younger generations rather than engendering a sense of entitlement
Vision – each family member has a different view as to the highest and best use of available resources
Family unity – how can we best utilize our human capital, intellectual capital and financial capital to unify generations

Advisory Services offered through Cravens Brothers Private Wealth Management, LLC, a Texas Registered Investment Advisor.  Registered Representative of and Investment Banking services offered through WaveCrest Securities LLC a registered broker/dealer, Member FINRA/SIPC. 

Cravens Brothers Private Wealth Management, LLC and WaveCrest Securities LLC are unaffiliated entities.

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