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

Placard with we are in this together at rally

The rise of social justice investing - and how to get started

Feb 26, 2021 | RBC Wealth Management

Research shows there’s been a marked shift towards investing sustainably, rather than a focus solely on returns at all cost.

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Businessman reading documents

Are you ready to be a personal trustee?

Feb 17, 2021 | Angie O'Leary

To ease the burden and legal exposure, appointing a professional trustee is worth considering, especially for individuals with larger or complex estates

Read more
Woman writing at desk with charts

Need cash? The math behind whether you should borrow, or sell investments

Jan 21, 2021 | Matthew Franks, Head of High Net Worth Credit, RBC Wealth Management

We have a quick and easy formula to help determine if selling assets vs. borrowing works better when you need cash.

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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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#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.