James CFA's Colleagues at RGT Wealth Advisors
James CFA's Contact Details
214-360-7000
RGT Wealth Advisors
James CFA's Company Details
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others.At RGT Wealth Advisors we recognize the importance of personalized services that are specifically tailored to our client's needs. As an independent firm, RGT Wealth Advisors does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.