Whether you desire a truly holistic and comprehensive wealth management plan, are seeking a more targeted identification and. Protecting your assets and income are critical elements of both building and maintaining your wealth. Our expertise enables us to identify and. Managing your retirement income may be the most challenging element of your entire wealth management process, as it both dictates your lifestyle and.
Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams.
Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams.
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John graduated from The University of Texas at Austin Business Honors Program with a BBA in Finance in 1984. He immediately entered the financial services industry (initially in commercial banking) and has remained in the financial. Trip obtained his Bachelor of Business Administration Degree in Finance from the University of Texas at Austin in 1982.
Longhorn Wealth Management Group is a privately owned wealth management firm based in Dallas, TX offering comprehensive wealth management services with a focus on serving University of Texas alumni, employees, family and friends. We specialize in working with our clients in designing, developing, defending and distributing their wealth and income to achieve all of their needs, goals and dreams.
Our firm Founder, John Donovan, created his first Advisory Board in 2007 with the purpose of gaining ongoing guidance and feedback from some of his most trusted and respected clients to help him better serve his clients and grow his practice. That same spirit and objective continues with the Advisory Board at Longhorn Wealth Management Group.
At Longhorn Wealth Management Group, we strive to orchestrate prosperity for our clients. This is true whether you desire to design a truly holistic and comprehensive wealth plan, are seeking a more targeted assessment and analysis of some very specific objectives or concerns, or only want consultative feedback or oversight of your own work in progress.
Whether you are early in the wealth building process or well into retirement, the development, management and preservation of your wealth is an unending challenge. We focus on identifying and analyzing your investment risk tolerance, return objectives, cash flow needs and tax concerns as cornerstones of your unique asset management requirements.
Reviews (1)
Sammy & Michelle Argumaniz
Aug 31, 2021
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Trip has been instrumental in helping our family plan for our financial future. He has guided us on everything from refining spending plans that help us reach our goals to finding the best retirement savings options to navigating life insurance options, helping us make decisions today that ensure financial stability for years to come.
