We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Ready to get in touch? My team and I are here to help.
Glen Minton, CFP®
Regional Vice President
League City
League City
League City
By appointment only
2600 South Shore Blvd.
Suite 300
League City, TX 77573
League City Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that half of our client-facing team firm-wide are women.