Planning | Strategies | Outcomes

We are a planning based, wealth management team focused on developing risk-managed strategies in order to pursue purpose-driven outcomes for the families we serve.

Learn more about our philosophy of serving families' needs.

Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Read more

Meet the team

Team photo

Learn more about PSO Family Wealth

Two convenient locations to serve you

  • Main Team Office: 1 Cowboys Way | Suite 450 | Frisco | TX | 75034
  • Satellite Team Office: 6401 W Eldorado Pkwy | McKinney | TX | 75070

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields