wealth management recs?

1,153 Views | 3 Replies | Last: 6 yr ago by f2foxes2001
O'Doyle Rules
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Looking for something local. My goal is to not have my mother and her $ get screwed over by a big corporate non fiduciary group. Im afraid she started down that road when she went with UBS on little advice. If any of you guys have had a positive experience with a local office, I'd like to hear it. TIA
wadd96
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We've been using South Texas Money Management for years... Jeanie Wyatt and team does well for us.
All the God's, all the Heavens, all the Hells are within you.
BT1395
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If she's got more than $3MM, my team can help in a Fiduciary capacity. PM for details.
The Lurker
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Here is a previous post on the topic: https://texags.com/forums/62/topics/1791714
f2foxes2001
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Frost. 149 years in business. SA values. Headquartered here and they put the client over commission. They are their own broker dealer and have access to everything a big shop has, just minus the big shop culture.
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