CLIENT PORTAL
PORTAL
Wealth
Planning

We aim to identify your goals, understand the motivations behind them, and develop a plan to make them a reality. As your financial steward, our suite of services is designed to provide you with a holistic financial solution. Whether you’re accumulating, preserving, or distributing your assets, we’ll be there to support you every step of the way.

Why Choose Us?

In a financial environment that’s becoming more complicated by the day, families deserve a financial steward to help guide them along. Our advisors are committed to helping you be proud of your accomplishments and confident when making tough choices.

SERVICE MADE BETTER

Personalized Portfolios:

Tailored investment strategies based on your risk tolerance, financial goals, and time horizon.

Dedicated Advisors:

Fewer clients, more time for each household, and developing meaningful lifetime relationships.

Always Transparent:

No hidden fees, avoiding conflicts of interest, and establishing clear expectations and results.

Our Wealth Planning Services

FINANCIAL PLANNING
Balancing your needs today with your goals for the future, from now until retirement and beyond.
FINANCIAL PLANNING
Balancing your needs today with your goals for the future, from now until retirement and beyond.
CROSS-BORDER SERVICES
Offering a true North American family wealth alternative for independent, objective advice.
CROSS-BORDER SERVICES
Offering a true North American family wealth alternative for independent, objective advice.
ESTATE PLANNING
When creating wealth for generations, building your legacy starts today.
ESTATE PLANNING
When creating wealth for generations, building your legacy starts today.
FAMILY GOVERNANCE
Establishing a framework of shared values for the future of your family enterprise.
FAMILY GOVERNANCE
Establishing a framework of shared values for the future of your family enterprise.
WEALTH TRANSFER
Utilizing trusts, wills, and other estate planning tools to minimize tax obligations for beneficiaries.
WEALTH TRANSFER
Utilizing trusts, wills, and other estate planning tools to minimize tax obligations for beneficiaries.
TAX PLANNING
Identifying ways to keep more of what you earn, whether through charitable giving or other tax strategies.
TAX PLANNING
Identifying ways to keep more of what you earn, whether through charitable giving or other tax strategies.
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Financial
Coordination

What sets us apart is our integrated approach that coordinates with other professionals, such as attorneys and CPAs. By working alongside one another, we can better ensure that your finances are handled with the care and attention to detail that you deserve.

Our Global Reach

Our Dallas-based team works closely with our North American partners to offer a blend of local expertise and global market insights. This allows us to understand the unique financial challenges and opportunities you face, whether you’re a local business owner, a high-net-worth individual, or an international investor.

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Plan Confidently, Plan for Continuity

Estate Planning

Draft will and trust documents that reflect your wishes, assets, and beneficiaries with professional oversight.

Tax Planning

Find strategies to minimize taxes, keep more of what you earn, and put yourself in a favorable position.

Succession Planning

Establish a seamless transition plan for the business you’ve built and hope to pass on.

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Advisory services offered through Promus Advisors, a division of Bellwether Investment Management USA Inc., an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate that the adviser has attained a particular level of skill. Promus Advisors and its investment adviser representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or where an exemption is determined. Rankings published by magazines, and others, generally base their selections exclusively on information submitted on the recognized adviser. The rating is not indicative of future performance. No compensation was paid for third-party ratings or rankings.

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Promus Advisors

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PROMUS ASSET MANAGEMENT PORTAL
PERSHING ADVISOR SOLUTIONS

Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.

Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.

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