Your Partner In Building and Maintaining Wealth
Financial freedom means that you have control over your wealth and not the other way around. Taking control of your finances brings relaxation, ease, and a sense of accomplishment. It opens up new doors and gives you more choices.
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
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RECOGNIZED AMONG THE TOP FINANCIAL PLANNING PROFESSIONALS IN DALLAS
At its best, financial planning helps you begin with the end in mind, in order to connect your finances to your life. After you know where you’re headed, you can put your money to work to achieve the plans you’ve set for yourself, your family, and even your community. This sense of freedom is our goal for our clients working with the Nace Wealth Team. We see ourselves as coaches, detectives, inventors, and architects, helping you to formulate the blueprint for your financial life and bring that vision to fruition. Located in Frisco and Dallas, Texas, our team of financial professionals includes four financial advisors—among those being three Certified Financial Planners® (CFPs), one Chartered Financial Consultant ChFC®, and one Registered Financial Consultant (RFC). We place our focus on a limited number of families to enhance our client relationship experience.
Meet the Team
Learn more about each of the dedicated members of the Nace Wealth Team.
Tyler Nace, CFP®, ChFC®
Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Colton LaRue, CFP®
Director of Financial Planning, Southwestern Investment Group | Financial Advisor, RJFS
Anitra Brennan, MBA, RFC®, AIF®
Financial Advisor, RJFS
Jessica D. Fletcher, CFP®, ChFC®
Financial Planning Executive, Southwestern Investment Group
Client Services Associate
HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS
WHAT TO EXPECT AT AN APPOINTMENT
STEP 1 WE GET TO KNOW YOU
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.
WE WORK TO UNDERSTAND YOUR GOALS
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.
WE INTRODUCE YOU TO OUR TOOLS
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.
WE CREATE A LASTING RELATIONSHIP
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.
OUR WEALTH PLANNING SERVICES
Specializing in tax-efficient withdrawals for lifetime retirement income, tax planning for high income corporate executives and business owners, and charitable giving strategies, our team is fully equipped to help you accomplish your goals. Learn about our specialty wealth planning services below.
Through a variety of comprehensive services, we can take a deep dive into your financial situation and craft a specific financial plan to help you reach your wealth planning goals.
If you’re looking to ease into retirement with confidence, our team can guide you in your retirement planning journey, so that you can save enough money to live the lifestyle you desire.
Through our team’s sound comprehensive insurance planning advice, you can feel assured that your coverage makes the most sense for your specific needs.
We carefully incorporate tax strategy into financial planning, answering all your tax-related financial questions and offering guidance on everything from tax returns to ongoing tax reporting and more.
If charitable giving is close to your heart, we can guide you in making a strategic impact through carefully planned charitable planning practices, as well as corresponding tax benefits.
When it comes to investment planning, we can assist you in asset allocations to portfolio management and more, so that you can maximize your return with tax-efficient practices.
Everyone wants to leave a legacy. That’s why it’s important to have an estate plan in place. From asset protection, trust implementation, and more, we can help ease the burdens that come along with estate planning.
Preparing financially to send your children to college is an important step that can save you money and stress when planning in advance. Our college planning guidance can position your family on the right track for future financial freedom.
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Contact Our Team
2601 Network Blvd, Ste 101
Frisco, TX 75034
*2020, Best Wealth Manager Teams in Dallas: D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 15, 2020). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 43 that applied, 33 firms and teams were selected. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor’s future performance. Raymond James is not affiliated with D Magazine.
*Raymond James Leader’s Council, 2020, Nace Wealth Team:Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Frisco, TX 75034