What is unique about MAKERS?
We are a Texas-based, woman-owned, full-service financial advisory firm. We provide exceptional client service, comprehensive investment management, in-depth financial planning, and most of all, we serve as your advocate. When you succeed, we succeed.What can I expect from a partnership with MAKERS?
At MAKERS Wealth Management, we have a freedom of approach not found at large Wall Street firms that often place restrictions on offerings, pricing, and the availability of fund managers. This freedom, combined with our fiduciary responsibility to our clients, allows us to make and implement a results-focused, customized investment plan for you.
We offer a robust toolbox of solutions, and when combined with our team approach, best-in-industry technology, and a wider choice of investments, we offer you a relationship and a financial plan tailored to your needs and your preferred communication style.
As fiduciaries, we are held to a high standard of conduct and are required to make decisions with our clients’ best interests first. We continually monitor your advisory portfolios and financial circumstances, and we adhere to an established process as we partner with you to meet your financial goals.Who do you serve?
Some examples of how we assist our clients and their life events:
If you are experiencing one of these events or going through a transition, we're here to help you create a safe and successful passage to financial security.Who is a MAKER?
YOU are, if you:
We are MAKERS, and we believe you are, too.Who will I be working with?
Our goal is to exceed your expectations and that can only be done with a proactive and competent team. We look forward to introducing you to:
We look forward to serving you.What do the three interlocking gold circles in your logo represent?
The circles represent you (our client), Lisa, and Gina.
The two outside circles represent us on either side of the center circle. At the center is YOU.
We are interlocked with you – Advocating, Equipping, Inspiring, and EMPOWERING you – on your financial journey.
A circle reminds us of an ongoing relationship that is continuous and resilient.
Gold symbolizes wealth and prosperity – which is one of the goals we want to help you achieve.
Each element of our logo was intentional and designed around our relationship with you!