We are a family owned business with over 20 years of experience in helping businesses and individuals accomplish their financial goals.  Our clients receive face to face meetings and personalized investment advice difficult to find in today’s data driven world.  We encourage you to check out our services and give us a call at (979)-865-0660, or send an e-mail to monte@mcbyrdwealth.com. 

• Performance statements
• Online Access
• Calls returned within 24 hours
• Account Consolidation
• Benefit Coordination
• Joint Planning with CPAs and Attorneys
• Face to Face Meetings on a Regular Basis

The process we use is designed to create comprehensive, customized strategies to your financial challenges.

Step 1: Understanding your goals

Before we make any recommendations, we will spend time with you to find out more about what you want from your financial plan. We’ll talk about your life goals and when you would like to achieve them, then clarify investment objectives, risk preferences, tax considerations, family concerns and philanthropic objectives.

Step 2: Recommendations

We’ll present a detailed analysis of your current situation, along with recommendations for action, solutions and strategies.

Step 3: Implementation

With your approval, we’ll begin executing the strategies we’ve agreed on in Step 2.

Step 4: Ongoing monitoring

We continually monitor your investments and strategies, looking for changes in performance, risk characteristics, investment style and investment management organizations. We meet with you once a quarter to review results, and are always available to talk to you about your concerns and answer questions.