Scott Winters
Chief Executive Officer
Dave O’Rourke
Chief Evangelist
Dr. William R. Nelson, Ph.D.
Chief Investment Officer
Gary Nemer, J.D.
Chief Financial Officer
Jennifer Winters
Chief Operating Officer
Ashley Baucum
VP of Compliance
Jill Henderson
EVP of Client Success
Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.
We believe that investors’ success results from risk alignment, tax efficiency, controlling costs, and diversification. Attempting to control factors that cannot be reliably predicted or controlled, such as market direction and volatility, interest rates, inflation, legislative actions, geopolitical events, and other economic events, can be expensive distractions that typically lead to investor failure. We refer to our investment methodology as Control the Controllables™.
Phone: 1-800-588-3893
Address: 2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734
Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Asset Management, Inc (“FGAM”), an SEC Registered Investment Adviser. FGAM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.
This site is published for residents of the United States only. Investment Advisor Representatives of FGAM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGAM Compliance Department at 800-588-3893.
© 2024 Financial Gravity Asset Management and Financial Gravity Companies, Inc.
Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.