Merit | Southlake, TX

Contact

Phone: 817.267.9480
Fax: 817.488.6700


Location

2625 E. Southlake Blvd.
Suite 100
Southlake, TX 76092

Services Offered

  • Financial Planning
    • Wealth Enhancement
    • Wealth Transfer
    • Estate Planning
    • Estate Administration
      • Tax planning/strategies
      • Retirement Planning
    • Life Transitions
    • Charitable Giving
  • Risk Management
    • Wealth Protection
    • Insurance gap analysis
  • Investment Management
    • Portfolio Performance Analysis
    • Risk tolerance
    • Asset Allocation
    • Withdrawal Strategies
    • Concentrated stock divestiture strategies
    • Comprehensive investment analysis
  • Concierge Services which Include:
    • Coordination with Other Professionals
    • Proactive Family Meetings

Our Team

Kathy Dollar

Kathy Dollar

Client Service Manager

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.