Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

Address: Dallas, TX 75205 With decades of experience providing top-notch financial advisory and wealth management services across the city of Dallas, Churchill Management Group takes pride in assisting clients in achieving their unique financial goals. Connect with financial advisors in our Dallas location, headed by Richard John Mazzola, for comprehensive wealth management, financial advice, and retirement planning solutions. Get started on your financial planning today.

Commerce Trust, located in Dallas, TX, offers investment management, wealth management and planning, private banking and trust services. We help individual investors, their families, and institutions reach their financial goals.

Families navigating special-needs planning deserve expertise and care. Stonewater Financial Group coordinates benefits considerations with estate strategies and funding plans that support your loved one today and long into the future. As a Financial planner Dallas families rely on, we integrate this work with retirement readiness, insurance and risk coverage, investment policy, and practical tax awareness. We model lifetime costs, organize accounts, and create a step-by-step sequence so progress is manageable. Portfolios follow a written policy emphasizing diversification, appropriate risk levels, and disciplined rebalancing. We communicate in clear, compassionate language and collaborate with your legal and tax advisors to keep documents aligned and current. Each review clarifies next actions and critical dates so nothing important gets missed. Our goal is stability—confidence that resources are structured to protect independence and quality of life while supporting the broader goals

We serve individuals, institutions and businesses and offer independent financial management and advice in the following key areas, including: * Retirement planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. * Tax management * Estate planning * Risk management * Education funding * Investment planning * Employee and executive benefits When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a

The Corporation That Knows What's Coming Next!

Optima Asset Management is a fee-only fiduciary wealth management firm dedicated to helping successful individuals and families navigate financial complexity with clarity and confidence. We specialize in multi-generational wealth planning, providing thoughtful guidance to first-generation wealth creators and established families. With a Personal CFO approach and a commitment to thoughtful stewardship, we coordinate every aspect of your financial life - from investment strategies and tax planning to family legacy and next-gen engagement. At Optima, we prioritize building trusted partnerships through integrity, transparency, and personalized solutions that align with your values and long-term vision.

The JWA philosophy is straight-forward: we exist to manage trusted relationships. For over 25 years, we've been dedicated to a process that helps clients discover and achieve their most important goals in life. We offer a personalized approach to financial planning and investment management that allows us to deliver expert, objective advice. Our clients experience peace of mind from knowing that they are working with people they can trust, a team that truly understands what's important to them, and one that has helped them create wealth without worry.