Renaissance Capital

Howland Advisory Corporation, based in Dallas, TX, has been providing strategic wealth planning and management services since 1991. With a mission to simplify the complexities of wealth management, they offer straightforward fee-for-services advice tailored to meet individual needs, helping clients achieve their financial goals. With a more personal approach to financial counseling planning, Howland Advisory Corporation takes the time to understand each client's unique goals and objectives before creating a comprehensive plan that considers their entire financial picture. Their experienced team, led by G. Dulany Howland, CFP, aims to be transparent, informative, and solution-focused in their advice, providing the support and expertise needed to make informed financial decisions.Generated from the website

Stifel | WK Group’s services include: financial management, investments, retirement planning, risk management, estate planning, wealth planning, college planning, money management, insurance & liability planning, corporate executive services, business succession planning, cash management, retirem...

Tolleson Wealth Management is a privately-owned and family-run multi-family office based in Dallas, Texas. Established in 1997, they provide comprehensive financial services to wealthy individuals and their families, helping them navigate the complexities of managing their wealth. With a foundation built by the Tolleson family, Tolleson Wealth Management offers integrated services that go beyond typical offerings, leveraging their in-house specialists across diverse service areas to support family enterprises. Their services include investment management, estate planning, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and philanthropy services.Generated from the website