Your Financial Advisor Serving North Texas.
Thank you for giving us an opportunity to deliver a different kind of wealth management for you.
Not all wealth management firms are the same. If low fees, objective advice, great technology and high communication sound good, then you’re at the right place.
Our firm centers around you. Let’s get started by building a “Financial Blueprint” for you to help get your financial life organized. It will take hard work but let’s do this together!
Our commitment to you, our client, is one of a Fiduciary Standard; we are legally obligated to do what’s in your best interest! What that means is we are objective about the planning and investing we do for you. You have unique circumstances that require attention to detail and our team is ready to guide.
Expert financial planning services in Argyle and Denton County are designed to help you establish a solid financial foundation. We provide personalized strategies for your unique goals, guiding you through every stage of your financial journey to ensure long-term success.
Crafting and managing diversified investment portfolios that align with your long-term objectives. Our strategic approach focuses on growth and protection, ensuring your assets are positioned for optimal performance in changing market conditions.
Secure your legacy with comprehensive estate planning services. We help you protect your assets and ensure a seamless transfer to future generations, providing peace of mind that your wishes are respected and your family is cared for.
Preparing you for a comfortable and secure retirement with personalized strategies. We help you plan for the future, ensuring you have the resources to enjoy your retirement years with confidence and financial independence.
Our advisors have a deep understanding of Argyle and Denton County’s financial landscape.
We offer a holistic approach to wealth management, considering all aspects of your financial life.
Our commitment to transparency, honesty and personalized service is total. That’s thanks to these principles that our business has been flourishing.
“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.
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Key Features:
• Account Balances: View your account balances at a glance.
• Financial Planning Tools: Collaborate with your advisor and fine- tune your plan.
• Information Management: Easily enter and update information to for up-to-date accuracy.
• Secure Document Vault: Store important documents and
correspondence securely.
We are currently transferring documents from the old portal’s vault to the new one for a seamless transition.
If you are registered, log in today.
If not, call us, and we’ll get you set up! 940-464-4104