To help you align with your goals, explore three relevant planning approaches and philosophies here:
Headquartered in Houston, with offices in Dallas and Austin, CORDA Investment Management, LLC, provides a complete line of wealth management services. We believe strongly that wealth management is vital for families at all stages of life and in all income brackets. Founded in 1999, we have assisted more than 1000 families nationwide with reaching their financial goals.
Our fee-only advisors are not brokers. We take our fiduciary responsibility to our clients quite seriously, and we customize each portfolio to meet that client’s needs and desires.
- Will Advice
- Trust Funds
- Inherited IRAs
- Life Insurance Planning
If you need legal help that falls outside of our area of expertise, such as assistance with filling out certain documents, we can refer you to trusted legal advisors. We may also be able to help your estate avoid probate.
If you are ready to begin a professional relationship with a trustworthy wealth management and investment firm, call CORDA today at 855.439.0665 to schedule your initial consultation.
OUR RELATIONSHIP PARTNERS ARE READY TO HELP.
Call us at 855.439.0665 or send us a message below.