We're great listeners. We also ask the right questions to help find the perfect wealth advisor for you.


An Exceptional Search Firm Is Required To Find Exceptional Financial Advisors

Our parent company, Kaye/Bassman International Corp. (KBIC) has sourced top executive talent since 1981. The private wealth management practice of KBIC  is a strategic partner to the finest family offices, private banks, investment firms and boutiques for finding top-tier wealth management advisors in major markets and smaller communities around the world.  We have a unique blend of industry expertise and professional search experience. Our experienced consultants work in teams and are supported by first-rate associates and researchers, and backed by state-of-the-art technology.

Years of senior-level executive experience in the industry, combined with hard work, depth of knowledge and access to the world’s leading financial talent is the foundation for our unparalleled results. We have worked on hundreds of wealth advisor searches and can leverage our existing relationships to find the exact wealth advisor match for you.

My Wealth Match© is lead by Tim White, the nation’s leading authority on leadership and qualitative advice talent in the private wealth management industry. He is a partner and global head of the Private Wealth Management practice of Kaye/Bassman International. Tim is a sought after public speaker and contributor to Bloomberg News, Thomson Reuters, The Wall Street Journal, Forbes and others. Tim has combined his successful career as a recruiter to launch My Wealth Match©, blending his experience recruiting top advisor talent with his thirst for helping people from all walks of life.

Read our founder’s letter.

Phone: 972 265 5242
Fax: 972 931 3965
Suite 300, Plano Texas 75024
6860 Dallas Parkway