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

Older woman looking at photo album with younger woman

100 years later: Economic gains and unfinished business of the 19th Amendment

Aug 17, 2020 | RBC Wealth Management

Women today have obtained more education, elevated careers, higher wages and greater personal wealth than their mothers and grandmothers before them.

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Woman in chef jacket packing chocolates

Business owners in times of crisis: How women can chart new careers

Aug 12, 2020 | RBC Wealth Management

Three female entrepreneurs who saw opportunity in inopportune times were rewarded for the risks they took.

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businessman reading contract documents at desk

You’ve been named an executor? Tips for executing an estate plan

Jul 20, 2020 | RBC Wealth Management

Being named executor may be overwhelming at first, but with the following tips and help from professionals, you can successfully settle an estate.

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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.