We provide our clients
the opportunity to live inspired lives.

Discover how we’re impacting the lives of our clients

Award-winning Financial Planning and Wealth Management Consulting Firm

  • 2020 Financial Advisors 2020 Annual Top RIA Ranking

  • 2017 Top Wealth Manager Rankings of Wealth Manager Magazine

  • 2020 Five Star Wealth Manager Roger Shake

  • 2020 D Magazine Best Financial Planners of Dallas: Steven Wachs

  • 2020 Five Star Wealth Manager Steven Wachs

  • 2020 D Magazine Best Financial Planners of Dallas: Roger Shake

Bring Your Wealth to Life

Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.


It starts with a conversation. We take the time to understand your hopes, dreams, and concerns.


Each and every life experience is different. We’re here for you every step of the way.


Together we will build a
unique plan to put you on the path to financial independence.


Change is the essence of life.
We’re here to support you at
every turn.

Client Profiles

Bring Your Wealth To Life