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.

VIDEO RESOURCES

Discover our recent video resources as a helpful guide for your wealth management concerns and questions.

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Investing and the Election

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Putting Your Financial Interests First

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Update from Tyler

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Jan 2021 Taxes after Election

RECOGNIZED AMONG THE TOP FINANCIAL PLANNING PROFESSIONALS IN DALLAS

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ABOUT US

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

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Colton LaRue, CFP®

Director of Financial Planning, Southwestern Investment Group | Financial Advisor, RJFS

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Anitra Brennan, MBA, RFC®, AIF®

Financial Advisor, RJFS

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Jessica D. Fletcher, CFP®, ChFC®

Financial Planning Executive, Southwestern Investment Group

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Megan Gaoiran

Client Services Associate

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Samuel Kuster

Financial Associate

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HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS

“We spend time understanding what is important to you. Through this process we get to know and develop friendships with amazing people. With the goal of understanding what they want out of life. And our job is to help you realize your goals as it relates to money.”
“Financial planning doesn't start with dollars and cents. It starts with unique conversations to uncover and understand your life's magnum opus. If you have everything you've ever wanted, what would you have? Helping you align everything else to match that objective is our purpose.”
“The opportunity to serve the greater Frisco and Dallas communities with their wealth planning needs is something we don’t take for granted at the Nace Wealth Team. The long-term client relationships we’ve built speaks volumes to our team’s dedication and commitment to the client relationship experience.”
“It’s so rewarding to wake up each day knowing that I’m making a difference in our world through doing what I love—guiding clients with their financial planning goals!”
“Our place within the Southwestern Investment Group family and with our broker-dealer Raymond James plays a great role in positioning our team to be successful for our clients. We are grateful for these incredible partnerships that keep us accountable to excellence.”

WHAT TO EXPECT AT AN APPOINTMENT

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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.

STEP 2
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.

STEP 3
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. 

STEP 4
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.

FINANCIAL PLANNING

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.

 

RETIREMENT PLANNING

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.

INSURANCE PLANNING

Through our team’s sound comprehensive insurance planning advice, you can feel assured that your coverage makes the most sense for your specific needs.

TAX STRATEGY

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.

CHARITABLE PLANNING

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.

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INVESTMENT PLANNING

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.

ESTATE PLANNING

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.

COLLEGE 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.

Latest Resources

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    Holiday Checklist: Spreading Cheer with Finances in Mind

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    The holidays can be such a joyful time for both giving and

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    Can You (And Should You) Refinance Your Student Loans?

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    If you have student loans, you’ve probably considered refinancing more than once.

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    3 Considerations to Help Avoid a Tax Refund Delay

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    As the end of the year approaches, you may be thinking about

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Contact Our Team

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OUR LOCATION

2601 Network Blvd, Ste 101
Frisco, TX 75034
214-872-3902

*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.

Nace Wealth Team
2601 Network Blvd.
Suite 101
Frisco, TX 75034
United States
Phone: 972-987-1265