Who We Serve

We serve a range of clients using our integrated, holistic approach that brings together investment management, tax planning, and financial advisory services to create tailored solutions for every client.

Whether you are a business owner needing advanced tax strategies, a family navigating estate planning and multi-generational wealth, or an investor seeking to optimize returns, we provide personalized, fiduciary-driven advice. Our goal is to simplify complex financial decisions and help you achieve long-term financial success.
A stack of U.S. 1040 Individual Income Tax Return forms is shown with a metallic pen placed on top. To the right, a calculator is partially visible. The image is in black and white.

​​Trust, Expertise, and Solutions

When it comes to your finances, nothing is more important than trust. With more than two decades of combined experience, our advisors have earned the trust of dozens of clients and businesses across many backgrounds and industries around the United States. Some of our past and current clients and businesses have included:

Clients

  • Individual investors
  • Families with complex financial situations
  • HNW individuals
  • Business owners and executives

Industries Served

  • Energy
  • Oil & Gas
  • Healthcare
  • Real Estate

…just to name a few!

Start Your Journey

Tap Trio’s expertise in financial planning, tax, and business financial support, and investment management.

Call us at (903) 759-9858 for a free, no-obligation consultation today.