McKinnon Patten & Associates LLC

Wealth Management Services

Dallas wealth management services

McKinnon Patten & Associates LLC partners with business owners, entrepreneurs, high net worth individuals, and successful families to safeguard wealth. We skillfully employ tax planning techniques to ensure that assets are protected for the next generation. Our suite of wealth management services includes exit strategies, estate planning, investment management, personal CFO services, and philanthropic legacies.

When you work with us, we'll become your trusted advisor, helping you achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth. To get started, we'll meet with you to discuss your concerns and learn all we can about your financial goals. Then we'll start to build a comprehensive plan that will efficiently manage your assets throughout your life and transfer your wealth to beneficiaries with minimal tax implications. As your wealth grows and your circumstances change, we'll adjust this plan accordingly.

Our wealth management services include:

  • Financial planning
  • Personal budgets
  • Retirement planning
  • Estate planning and trusts
  • Personal CFO services
  • Philanthropic planning
  • Exit and succession planning
  • Investment management
  • Strategic tax planning

Our team of experienced wealth management professionals are ready to assist you. Call us at 214-696-1922 or request your consultation through our website now.