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

Client Services

You Could Ask A Friend Or Two For A Referral To An Advisor.

That Would Give You One Or Two Choices.

What are the chances that those choices could align your money with your values and what is truly important to you?  Your only other options are to reach out to an investment firm and be assigned to an Advisor they choose for you (again no alignment) or invest your money yourself.

No one is exactly like you. You are unique. You have specific needs, desires, and aspirations. Whether you are new to wealth, or have been an investor for years, what you need to know is that costs, confilicts of interest, and tax efficieny matter when it comes to performance. Far too often, Advisors act as though it is your money that is their client, rather than you.

Our client is you. We want to match you with a specific Advisor that feels that same way; an Advisor that matches your goals, aspirations and purpose. Your money is, in its simplest form, a resource to help you live the life you want in the way you want to live it.

My Wealth Match© intimately knows the wealth mangement industry and how deeply fulfilling it is to find exactly the right Advisor for you. We also understand just how demanding your life is, how complex wealth magement can be, and the value of your time. Our service is offline, confidential, and exclusively customized. Through our Meet Your Advisor® process, we introduce you to our extensive network of exceptional, top-tier, highly-credentialed individual Advisors with unblemished compliance records. We align your values, perspectives and decision making patterns with the right Advisor so you can use your wealth as an extension of what you truly want and believe.

The Question Isn’t Whether Or Not We Will Find Your Advisor, It’s “When Can I Have A Conversation?”

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