My process provides clarity.

During the last two decades, I designed a wholistic process to guide individuals and families in building, managing, protecting and transitioning wealth. Eschewing a “one-size-fits-all” philosophy, I approach each person’s management needs individually, gathering a carefully tailored team of professionals who work with me to formulate a comprehensive and customized wealth management plan for each situation. This collaboration allows me to implement a personalized plan and provide ongoing guidance and direction.


I begin by listening.

After fully understanding our client’s personal and financial goals, we roll-up our sleeves and go to work. We will study and analyze the current situation before we develop, model, and test various ways to meet the objectives. My process guides us to consistently render our judgments with care, skill, and caution on behalf of our clients.


My experience adds value.

I was raised to value hard work and maintaining a good reputation while growing up in the small west Texas town of Cisco. I continued my education at Texas A&M University earning a bachelor’s degree in Business Administration—focused in Finance. Additionally, for the last 20 years, I have eagerly continued to pursue advanced training and professional development that I bring to each client relationship.

Away from the office

Our family enjoys outdoor activities such as camping and hiking. My wife, Rachel, teaches at a local high school. Our three kids, Ellie, Cade, and Jude are active in riding horses and Tae Kwon Do. We are active serving the community through our local church. With the remaining spare time, we raise registered Texas Blue Lacy game dogs.

Resources
Articles by Curtis Lacy