Bob CFP(r)'s Colleagues at SurePath Wealth Management
Bob CFP(r)'s Contact Details
512-994-0766
SurePath Wealth Management
Bob CFP(r)'s Company Details
SurePath Wealth is a financial planning and wealth management firm based in Texas. We provide comprehensive financial planning and financial advice to clients across the United States. Why chose SurePath for your finances? Because we do money differently. We know small financial decisions can have a big impact down the road, that's why we're focused on your individual goals. We're a team of financial professionals with over six decades of cumulative experience. What do you get out of working with SurePath?We're a one-stop-shop for all your financial needs. We offer professional financial planners, insurance specialists, an in-house CPA firm, cash flow planning gurus, tax specialists and estate attorney partners. Our values are based on humility, hard work, honesty and gratitude. As a fiduciary firm, we have a legal obligation to always act in our clients' best interest.Talk with us – we're here to helpIf you want to work with financial professionals who will build a customized plan for your business and your personal finances, contact us. We'll work together to help you make better financial decisions and work towards your short and long-term goals.