Longhorn Wealth Management Group

Tel: 972-707-4900
1701 Iowa Drive
Plano, Texas  75093
Longhorn Wealth Management Group | Financial Advisor in Plano,Texas

About Longhorn Wealth Management Group

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.

General Information

Year Established:   2014
Services:   Strategic Wealth Planning, Tactical Advisory Services, Consulting Services, Retirement Income Management, Guaranteed Income Solutions, Legacy & Estate Planning, Wealth Transfer Solutions, Fee Based Asset Management

Office Hours

Monday   08:30 AM - 05:30 PM
Tuesday   08:30 AM - 05:30 PM
Wednesday   08:30 AM - 05:30 PM
Thursday   08:30 AM - 05:30 PM
Friday   08:30 AM - 05:30 PM

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