Longhorn Wealth Management Group

Financial ServicesTexas, United States2-10 Employees

What You Started There, We Fulfill Here

Whether your dreams and desires are those you envisioned while first attending or working at The University of Texas, or are more recent developments, we are committed to making them a reality for you, your family, your business, and your legacy. Longhorn Wealth Management Group shares that unique Texas pride and passion with you, and it drives us to provide you the “UTmost” in comprehensive wealth management services to help you achieve all of your prosperity goals.

Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services.

Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that. We are proud of our UT heritage and we are passionate about having the opportunity to serve our fellow UT family members and friends. We look forward to visiting with you soon! Hook'em!!

Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory Services offered through Osaic Wealth, Inc. Longhorn Wealth Management Group and Osaic Wealth, Inc. are unaffiliated. This Advisor is Securities Licensed in: AL, AR, AZ, CA, CO, FL, LA, MN, NY, OK, PA, TX, VA, WA, & WV.

Sign up for free to view info

Email Format Employee directory