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.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

PSO What's Up

PSO What’s Up is a community of families connected through a trusted relationship with our team, The PSO Group, who are committed to learning from and sharing with each other.

To join the conversation, visit our page here.

Meet the team

The PSO Group team photo

Learn more about The PSO Group

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

Latest Insights

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Relationships matter

We are always looking for more ways to connect and communicate with our client families, and today we are excited to launch our team blog, The PSO Perspective.

Read more