Wealth Management Reimagined
About Us
Our Philosophy
At our family-owned wealth management firm, we pride ourselves on disrupting the norm of traditional financial services by offering a unique approach that sets us apart from the competition. While many firms follow a one size fits all model, we believe in the power of personalized, tailored planning for each individual, business owner, and retiree.
We embrace innovation and creativity in our strategies constantly seeking out new opportunities and solutions to optimize our clients financial well-being. Unlike other services in the financial industry, we prioritize a protect first and grow second mindset, actively working to safeguard our clients’ assets while also positioning them for long term growth.
Our proactive approach means we don’t just react to market changes, we anticipate them and adjust accordingly, ensuring our clients stay ahead of the curve. With our commitment to excellence and dedication to our clients’ success, we’re redefining wealth management and setting a new standard for the industry.
About Ramon
Ramon Aguirre’s mission in life is to leave things better than which he found them. Ramon seeks to leave a legacy of goodwill on this earth, and in doing so, encourages others to do the same. He creates financial plans for individuals and their families to navigate financial pitfalls and retirement, providing strategies grounded in sound financial principles that allow clients to lead a life of confidence, clarity, and balance.
Ramon grew up in Abilene, Texas where he had first met his wife. He received his bachelor’s degree in Finance from The University of Mary Hardin Baylor where he also played Tennis collegiately.
Ramon Aguirre has been a licensed professional for 10+ years serving as a fiduciary to his clients. He has vast experience with working with high net worth individuals, business owners, and retirees. Being creative and innovative is what he enjoys most in planning to help his clients' unique situation.
He enjoys golf, tennis, pickleball, analyzing stocks, and family time with Kaylee, his wife who is a Physician Assistant, and his baby boy Asher.
Trusted Partners
We partner with a variety of businesses to ensure our clients have the best information available. Partners include:
CPAs
Estate Planning Attorneys
Business Equity Analysts
Premium Finance Planners
