Aurevia Capital Holdings LLC

WhiteRock Wealth Management is a family-owned registered investment advisory firm based in Dallas since 1981. With over 120 years of combined experience, their team of investment professionals specializes in personalized and disciplined investing, customizing each portfolio to align with clients' investment objectives and risk tolerance preferences. Their low volatility management approach emphasizes careful selection of individual common stocks and fixed income obligations, ensuring that clients' needs and concerns are addressed in a timely and appropriate manner. Committed to acting solely for the benefit of their clients, WhiteRock Wealth Management operates on a fee-only basis, providing objective and conflict-free recommendations. Their transparent and objective billing method, along with their dedication to competent asset management and responsive customer service, sets them apart from the competition in the investment industry.Generated from the website

Mark Koellner CFP CRPC- A Better Financial House, based in Dallas, TX, is a financial advisory business committed to assisting clients in achieving their financial objectives with personalized strategies. Specializing in investment management, retirement planning, estate planning, and educational savings, this firm tailors its services to meet the unique needs of individuals, families, and small businesses. With a focus on cultivating enduring relationships, Mark Koellner CFP CRPC offers dedicated financial advisors across the country to provide comprehensive consultations and continuous assistance. At Mark Koellner CFP CRPC- A Better Financial House, the emphasis lies on delivering individualized attention and crafting bespoke financial plans that cater to each client's distinct circumstances. By eschewing one-size-fits-all approaches in favor of thoughtful, client-centric solutions, this firm ensures that clients receive the personalized care and support necessary to navigate the complexities of financial planning effectively. Through a commitment to personalized service and a dedication to understanding clients' evolving needs, Mark Koellner CFP CRPC- A Better Financial House stands out as a trusted partner in guiding clients towards financial stability and success. Generated using this brand's available information

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide.