A complete list of active advisors currently associated with Lariat Wealth Management

Warmer can help you find a great advisor at Lariat Wealth Management or one who fits your needs even better.

Lariat Wealth Management provides discretionary investment management and integrated financial planning to individual and high‑net‑worth clients, managing roughly $37.7 million across a limited number of client relationships. The firm structures portfolios and planning around each client's objectives, tax considerations and risk tolerance, and typically requires a $1,000,000 minimum to establish a managed relationship. The firm implements four firm‑designed model portfolios (Growth, Growth & Income, Balanced, and Income) and follows a long‑term, fundamental analysis approach focused on high‑quality, growing companies complemented by fixed income, mutual funds and ETFs. Portfolios are intended to be held for a year or longer, with periodic rebalancing and customization for client restrictions or liquidity needs. Notable operational features include a requirement that clients custody assets at the firm’s recommended custodian and the practice of directly debiting advisory fees from client accounts (constructive custody). The firm also provides financial planning to portfolio clients at no separate charge, does not vote client proxies (clients retain voting responsibility), and its management includes a CFA charterholder.

To learn more about the advisors currently working at Lariat Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.