Network·Venture Capital
📍 DALLAS, TX
SEC CRD #801-122809
Home Skip to content Skip to Client Access 16250 Knoll Trail Dr Ste 207 Dallas, TX 75248-2872 T 972.267.9655 F 972.250.0009 Map and Directions Map and Directions Personalized planning for your financial goals Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with a combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. B Business Owners Unique solutions for business owners and entrepreneurs. Learn More F Families A pragmatic approach to wealth management. Learn More R Retirees Nurturing wealth so you can live a longer, better life. Learn More "If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes." Close Expertise Knowledgeably Applied Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives. Learn More Close Resources Vital to Success There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of
IAN O'SHEA
CHIEF COMPLIANCE OFFICER
📞 (972) 267-9655
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AUM
$158M
Location
DALLAS, TX
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