Edgemont is a Texas Registered Investment Advisor formed to provide family office services to its clients.  Edgemont utilizes a team-oriented approach, collaborating with our clients to design and develop coordinated investment and estate planning strategies.  Our responsibility is to implement and monitor the agreed-upon strategies on behalf of the client.  Further, we coordinate the identification, selection and utilization of investment managers, attorneys and accountants and professional advisors as well as product and service providers to the extent necessary.

Wealthy families require practical, considered advice and personalized services that are customized to their unique circumstances and individual needs.  Relationships involving wealth are extremely complex and built on mutual trust.  Edgemont has earned our reputation as trusted advisors by providing to our clients independent and objective advice and performing our services on a confidential basis.

Managing wealth, to achieve our clients’ express objectives, requires sound strategies that are unencumbered by affiliate entanglements.  Edgemont receives no compensation or benefit from any investment firms, professional advisors, or service or product providers.  We offer a completely transparent fee structure totally aligned with our clients’ best interests.

Edgemont welcomes the opportunity to meet with you to discuss the important issues confronting your family and how we may be able to help you resolve these issues in a timely and cost-effective manner.