A Team Approach
We believe two are better than one. We take a team approach to ensure our clients receive exceptional advice, expertise, and service.
A client first culture
We understand our client's may have different goals. We seek to understand their situation, respect their assets, and focus on a customized strategy that fits their needs.
A commitment to education
We believe the foundation of any financial decision should start with education and transparency. Our process is centered around educating our clients to make well-informed decisions that give them confidence and clarity.
About Us
We exist to empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations. Our roots are centered around guiding our clients to build an infinite and everlasting legacy through investment, retirement, and wealth management solutions.
From the initial consultation to the implementation of your plan, we aim to act at a fiduciary capacity, avoid any potential conflicts of interest, and place your needs above all else.
Your goals, concerns, and priorities about investing, retirement, and wealth management solutions are the foundation of your family’s plan.
Your family’s legacy is our priority.
Get Advice NowOffice Locations
Our Office
12377 Merit Drive, Suite 1500,
Dallas, TX 75251
Phone: (972) 455-9052
Email: contactus@lemniscapital.com