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Southlake, Texas Area

Serving clients throughout Southlake and surrounding North Texas communities, including Grapevine, Colleyville, Keller, Westlake, Trophy Club, and nearby areas.

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Southlake office

320 Morrison Park Drive
Suite 130
Southlake, TX 76092
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Southlake-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Southlake

Financial advisors serving the Southlake area

From Southlake to neighboring communities across the Dallas-Fort Worth Metroplex, our team understands the planning considerations that can come with building, protecting, and transferring wealth in Texas. We take time to understand your priorities and coordinate the different elements of your strategy around what you want to accomplish today and in the years ahead. Meet with us at our Southlake office, virtually via Zoom, or through another convenient arrangement.

Kelsey Evancho Barbero
Kelsey Evancho Barbero

Wealth Advisor
Moises Ospina, CIMA®
Moises Ospina, CIMA®

Senior Wealth Advisor
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