Like coffee and cream, wealth and taxes blend together.We manage both.
I’m Derek Robinett.
I’m here to make your wealth less “taxing” (pun intended!).
Managing wealth without managing taxes? That’s like trying to run a marathon with one leg tied—painful and ultimately unproductive.
As a Chartered Financial Analyst®, Personal Financial Specialist™, and Certified Public Accountant with a Master’s in Finance, I’ve got the credentials and know-how to handle both sides of your financial picture.
I want to help your investments grow and ensure Uncle Sam’s cut doesn’t grow alongside them.
Let’s navigate the complexities of wealth and taxes together, keeping more of your hard-earned money where it belongs—in your pocket.
We don’t have rigid minimums. We serve clients with a range of assets.
Our typical client has a significant portfolio ($1 million or more) and values a tax-savvy approach to investment management. They require professional investment management, tax planning and preparation.
We are frequently asked to devise an exit strategy for clients who are contemplating selling their businesses or mineral interests.
Most of our clients live in the Permian Basin and appreciate the convenience and personal touch of meeting face-to-face with their advisors, but we serve clients throughout Texas.
Many of our clients are self-employed or own small businesses and need the expertise of a Certified Public Accountant.
They often seek answers to questions like, “What do I want to accomplish?” and “What issues will we encounter, and how will we overcome them?”
If you’re looking for a financial partner who understands your local roots and knows how to keep more of your wealth working for you, contact us.
