Our team is an Independent fee based open architecture platform for institutions and individuals. I provide comprehensive customized planning focusing on maximizing retirement income, preparing for long term care costs, life insurance protection and business succession planning. Seeking the best strategies also requires the right partners.
I collaborate with other like-minded independent firms (Estate lawyers, CPAs) that provide strategies that cater to the specific needs of each firm and or family. At Lone Star Wealth Management, it is a critical standard practice to align myself with your current legal and accounting teams in order to stay abreast of rule and regulatory changes in the economic and tax environment.
I collaborate with other like-minded independent firms (Estate lawyers, CPAs) that provide strategies that cater to the specific needs of each firm and or family. At Lone Star Wealth Management, it is a critical standard practice to align myself with your current legal and accounting teams in order to stay abreast of rule and regulatory changes in the economic and tax environment.
Services
Thank you for taking the time to visit the site and learn more about my practice. I take tremendous pride in providing the best client service experience and I strongly believe in the relationships I create. As a member of the Lone Star family, you will be provided with individualized strategies seeking to help provide for your financial foundation.
As a child I learned the value of mentorship and giving back. I realize that I am in a unique position to affect my community in positive ways. My Mother instilled certain values in me that were strengthened during my days at Eckerd College where I learned the value of servant leadership. Sri Sathya Sai once said, serve the community and the community will serve you.
For the past 13 years, I have been providing comprehensive wealth management services to individuals, families and business owners. I take pride in being a financial translator that assists clients with customized plans for retirement and insurance goals. Passion and compassion have always been at the core of my ethos, serving clients like family.
As your Private Wealth Advisor, I hope to guide you in making sound decisions that will positively affect you both personally and financially. I decided to create my own financial services business because I believe that to be successful in this business you must keep integrity both personally and business wise as your primary core value.
Reviews (10)
Sue Smith
Sep 26, 2021
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We are so glad we found Charles after having a bad dealing with another advisor. He definitely is always looking out for your best Interest and takes pride in what he does. He is very unique from other advisors I have worked with. He is very proactive in his trades of equities almost to the extent you’d find with a day trader. There are some advisors out there that just pick a strategy and only look at it when you are about to have your visit. Charles has regular economic outlook updates for all his clients to educate you and know what he’s thinking. I highly recommend Lone Star if you are
J. Shaw Renner
Feb 17, 2021
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I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!
Joseph DeCerbo
Feb 05, 2021
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Positive: Professionalism, Responsiveness
Since working with Charles he has taken away the burden of trying to stay on top of complicated financial decisions. My wife and I trust him completely and he stays on top of everything. He is a solid professional, a good friend, and has been a blessing to us.
Since working with Charles he has taken away the burden of trying to stay on top of complicated financial decisions. My wife and I trust him completely and he stays on top of everything. He is a solid professional, a good friend, and has been a blessing to us.
Deb Caffelle
Feb 02, 2021
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When selecting a financial advisor, we wanted someone who could provide personalized service and someone who took the time to understand our goals. We wanted someone who was passionate about their business and was committed to their clients. We were fortunate to be introduced to Charles. Through the years Charles has been there while we went through huge life changing events. He was there as our advisor and am honored to say now a trusted friend. Charles is responsive when you contact him, is always in touch when there are changes to the market, reaches out with opportunities to consider and is
David Faust
Sep 16, 2020
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Finding a financial advisor is easy. Finding an excellent financial advisor that puts your welfare first and foremost is hard. I was very fortune to find Charles 12 years ago before he started up Lone Star Wealth Management and it has been well worth staying with him financially. He has become a trusted advisor and good friend over the years. I had gone through several financial advisors before him and was very dissatisfied with their results and when it comes right down to it, results matter. Charles has been a great asset to my retirement. With his advice and financial guidance I have been able
Margaret Waters
Jun 02, 2020
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Finding a financial advisor is not easy. To find a financial advisor that has your welfare as his number one priority is even a greater challenge. This is why we were so lucky to have been guided to Lone Star Wealth Management. Charles Bryant is a very knowledgeable, caring person that always finds time to let you know what is happening in the financial world. Also, he has always been available to answer questions when we have called him on even the most minor issue. Charles never makes you feel that your questions are trivial, troublesome or a waste of his time. He wants you to feel you can call
Shawn James
Sep 26, 2018
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I have recently transferred my portfolio to Mr. Bryant and Lone Star Wealth Management. The process was seamless and the level of communication prior to and throughout the process was extremely helpful and reassuring. Mr Bryant takes considerable time to educate his clients on market trends, investment strategies and many other considerations to ensure that his vision for helping grow your assets is in line with your financial goals. It has been a breathe of fresh air to work with an individual that genuinely cares about his clients on both a personal and professional level. I could not be happier
S. Dot
Aug 25, 2018
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I recently transferred my portfolio from Fidelity to Lone Star Wealth Management and I am happy that I did. I feel that my financial future is secure, and that I have a customized plan in place that not only meets me where I am currently but will evolve and grow with my future. The confidence I have in Lone Star Wealth management is validated year after year as I see my investments grow and my worries diminish.
Andre Steele
Jul 14, 2018
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Stacy Waller
Jul 01, 2018
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As someone in my mid-30s with young children and a single income, planning for my family's financial future is a constant stressor. The customer service, investment options, and communication that I've experienced with Lone Star Wealth Management as I navigate this process has been exceptional. Always able to get someone on the phone, I receive quarterly statements of my portfolio's progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, or stay with the steady growth we have achieved over the
