My team and I oversee and coordinate the financial affairs for a select group of families and small business owners. We are extremely passionate about our clients! Helping them achieve their most cherished financial goals is what drives us on a daily basis.

By using our unique talents, tools, experience and creative problem solving, we are able to provide our client families with an integrated, holistic, customized financial strategy.

Our clients tell us they have a feeling of confidence from having greater clarity and structure in their financial lives.

Our clients tell us they feel comfort in knowing they have a trusted team and advocate to help guide them through all of the various stages of their lives.

Our clients tell us they have a greater feeling of assurance that comes from having a long-term relationship based on understanding and communication.

We're open to a conversation to see if we may be able to assist you with your financial strategy.

Let's grab a cup of coffee and have a virtual meeting.

Best Regards and Safety,
Guy Weinhold

Focus areas

  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Divorce Finances
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Wine Collecting/Enthusiast
  • Golfing
  • Tennis
  • Traveling
  • Music

Office Information

Office Address

12700 Hill Country Blvd #T-105 Bee Cave, TX 78738

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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