Finding Solutions for Every Client

Our team provides our clients with sound financial advice and innovative strategies to help build wealth. Our comprehensive financial planning approach prepares our clients for financial stability, despite market fluctuations.

About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy building.

Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.

We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.

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Meet the Team

Learn more about each of the dedicated members of the Jason Poe Wealth Team.

Jason Poe

Executive Vice President, Southwestern Investment Group
Financial Advisor, RJFS

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Sarah Williams

Executive Assistant

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Contact Our Team

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Our Location

2601 Network Blvd., Suite 101
Frisco, TX 75034
972-987-1630

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