Client Portal
Our resource library is stocked with material tailored to your individual needs. You are free to use these resources as much and often as you want. Whatever the case may be, we’ll be by your side every step of the way. Log in to your account now to define your financial future.
Client Advisory Board
Client care is at the heart of all we do. Our Client Advisory Board serves as advocates and a collective voice for our clients. They provide us with invaluable insight that helps us better serve you and continuously improve our business practices.
Client Advisory Board members offer feedback on our new services and programs, marketing materials, communications, investment reports, as well as their impressions about staff, phone courtesy, and office atmosphere. They do not offer investment advice.
We truly appreciate their dedication and time, and their desire to assist with the needs of all of our clients and our organization.
Client Advisory Board members are voluntary positions. They are not employed or retained by North Texas Wealth Management or LPL Financial. LPL Financial, North Texas Wealth Management, and the employing companies listed below are not affiliated. Any communication from North Texas Wealth Management is not subject to approval, nor endorsed, by the board members.
Current Client Advisory Board Members
Coming Soon
People We've Helped
Strategic Partners
Elder Law and Medicaid Planning
Michael B. Cohen, Attorney & Counselor at Law
dallaselderlawyer.com | (214) 720-0102
Elder Law and Estate Planning
Erin W. Peirce, Attorney
leulawfirm.com | (972) 996-2540
Special Needs, Estate Planning & Probate
Jennifer Finch, Associate Attorney
jennifer@weekslawfirm.com | (214) 269-4290
Family Estate Law
Mark O’Briant, Attorney at Law
obriantlaw@aol.com | (972) 239-4800
Guardianships & Special Needs Trusts
Richard D. O’Conor, Jr., Attorney at Law
roconnor@airmail.net | (214) 691-3400
Tax Law & Asset Protection
William E. Johnson, III
TaxAtty@wejohnsoniii.com | (214) 922-8884
Real Estate Law
Phillip M. Ruais, Attorney at Law
ruaislaw.com | (214) 572-2109
Certified Public Accountant
Matt Foley, CPA
tax@jhandco.com | (512) 200-4292
Certified Public Accountant
Cathy Clopton, CPA
cathy@cloptoncpa.com | (972) 272-6478
Auto-Home-Life Insurance
Nat Hasnat, FSCP
nat.hasnat@libertymutual.com | (214) 250-5963
Mortgage Loans
Crystal Ramsey
crystal.ramsey@highlandloansource.com | (214) 937-3621
Realtors
The Colleen Frost Team
Colleen Frost, Realtor
colleen.frost@gmail.com | (214) 284-1080
Keller Williams
Ryan Cave, Realtor
ryan@caverealty.com | (214) 789-9366
Leisure World
Marilyn E. Board, Travel Associate
mboard@ntin.net | (214) 924-1009
You are under no obligation to use the services of any of the individuals or entities listed, and may choose any qualified professional to provide any of the services described above. The individuals and entities listed are not affiliated with LPL Financial or North Texas Wealth Management.