Longhorn Wealth Management Group

Financial ServicesTexas, United States2-10 Employees

Longhorn Wealth Management Group is a financial services firm based in Plano, Texas, focused on comprehensive wealth management for University of Texas alumni, employees, family and friends. The firm offers a spectrum of planning and advisory services designed to help clients design, develop, defend and distribute wealth and income in alignment with their prosperity goals, drawing on unbiased access to investments and insurance options available in the open market. The practice emphasizes relationship-driven service intended to span generations, leveraging its UT heritage to serve a specific community in need of tailored financial guidance. The firm operates within the wealth management industry and presents itself as a fee-based, advisory and consulting provider, with securities and advisory services offered through a registered broker-dealer and affiliated entities. The organization is based in Plano, Texas, and its described focus centers on practical wealth planning and risk management for individuals connected to the UT community.

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