Welcome to The Lone Star Group

To be the financial advice team of choice - Our commitment

  • Provide clear and timely communication.   
  • Resolve problems quickly and to our clients satisfaction. 
  • Possess a comprehensive breadth and depth of industry knowledge. 
  • Have our client's best interests behind every financial recommendation. 
  • Fully disclose all our fees.   
  • Inform clients of any events that might impact their finances.
  • Deliver high level personal service.   
  • Care more about our clients than just their investments.   
  • Understand our clients goals and needs.   
  • Help create and execute an up-to-date, formal, and individualized wealth plan.   
  • Coordinate  with clients trusted advisors. 
  • Use outside (specialists) to help our clients with other financial areas.

 

 

Latest Insights

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020 | RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

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Woman organizing purse

Power of the purse: How women can use their economic power to spend with purpose

Jun 28, 2020 | RBC Wealth Management

Household purchasing is largely controlled by women, and they often spend to support causes and products they value.

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Woman looking out window in office

Women's financial confidence 100 years after the right to vote

Jun 23, 2020 | RBC Wealth Management

Women contribute $7.6 trillion annually to the U.S. GDP and control the majority of purchasing power. Yet, there’s still a deficit in their financial confidence.

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Contact

The Lone Star Group

512-708-6303
thelonestargroup@rbc.com

Where do I stand?

If you are unsure if your assets can accommodate your needs, wants and wishes over your lifetime or if you want to see if you are on track to meet your specific goals, we can help with a personalized wealth plan. View here to see a video overview of a wealth plan.

Request Your Complimentary WealthPlan Analysis

Request your complimentary WealthPlan Analysis with The Lone Star Group to create a dynamic vision of your plan for retirement.

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J.D. Power 2020 Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.