We are excited to share the news that we have joined Beacon Pointe! For future news and updates from our team, please follow Beacon Pointe.
WhiteRock Wealth Management
金融服务
Dallas，TX 20 位关注者
Personalized, Disciplined, & Proven Investing Since 1981
关于我们
WhiteRock is a family-owned, independent wealth management firm located in Dallas, Texas. As a SEC Registered Investment Advisor, we have a fiduciary obligation to place your interests first at all times. WhiteRock enables clients to achieve their goals by tailoring reliable financial guidance that adapts to life. We are passionate about listening to and understanding what our clients want to achieve, systematically making it easy for clients to reach those goals, and proactively addressing their needs. We look forward to the opportunity to serve you.
- 网站
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https://www.whiterockwm.com
WhiteRock Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Dallas，TX
- 类型
- 私人持股
地点
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主要
获取路线
8350 N. Central Expressway
Suite 925
US，TX，Dallas，75206
WhiteRock Wealth Management员工
动态
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WhiteRock Wealth Management转发了
Beacon Pointe is bringing growth to the table this holiday season! We welcome Leigh Bivings, Ph.D, CFP, CDFA of the female-led and Boston-based firm Artemis Financial Advisors, David Gurun, CFA?, CFP?, CPA, Matt Thompson, Kevin Tehan of family-founded and Dallas-based WhiteRock Wealth Management Group, and their teams of accomplished professionals to our firm. With the integration of these dynamic professionals and added density of Beacon Pointe presence to Texas and Massachusetts, we kick start the new year with increased resources, strategic enhancements, and elevated client service nationwide. Welcome, all! https://lnkd.in/gzqk5eJN
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