Your Trusted Partner for All of Life's Stages.
We offer comprehensive advisory and investment services to high net worth families and individuals across the United States. With a special emphasis on meeting the unique needs of professors and other higher ed professionals, small business owners and families with special needs, our guiding principle is to put our clients’ interests first.
Working with Briaud
My goal, when founding this business, was to give people the ability to focus on the better things in life and worry less about money.
We believe clients deserve a caring culture, aligned interests, and a tailored, hand-crafted approach.
1611 Crescent Pointe Parkway
College Station, Texas 77845