Tennyson Advisory Group was founded by 3 wealth management advisors with a combined experience of over 60 years in financial services. Our diverse areas of expertise, combined with our detailed financial planning process, allows us to deliver a road map focused on what is most important: Your outcome.The TAG Planning Process was developed so our team can better understand your values, needs and objectives. This discovery process allows us to highlight critical and meaningful observations and deliver a detailed roadmap to address your wealth accumulation, distribution and legacy planning needs.

Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country. In working directly with clients and/or their financial advisors, TCP creates tailored strategies using a unique approach involving life insurance and leverage from our lender network.Our strategies focus on the following:Creating significant tax advantaged income potential in retirement:By using unique insurance contracts, coupled with leverage from qualified lenders, TCP can create a tax advantaged income stream to help augment retirement income from traditional retirement savings.Uncorrelating assets from the overall market: Wealth Accumulation goes hand in hand with wealth preservation. We offer a great compliment to other more traditional strategies. While traditional investments offer much needed value, avoiding the downside of the stock market can add significant value to your asset accumulation story. Legacy Planning:Although end – of – life issues are difficult to discuss, legacy planning is an essential part of a family’s wealth management resources. A legacy plan helps the continuity of not just your wealth, but also serves to preserve and grow the things money can’t buy: values, ideals and integrity.Estate Equalization:Estate equalization is a term that refers to the many challenges families have developing a plan that satisfies a client’s wish to pass along specific assets to certain individuals. This important planning aspect assures each family beneficiary is treated fairly and equitably.

Texas Financial Resources serves more than one hundred core families, representing over $500 million in net worth across the US. As one of the larger independent and privately owned family wealth management firms, we use a custom approach to fully integrate investment management, wealth planning and coordination, and family leadership. Our deep bench of professionals have a wide range of multi-disciplinary backgrounds, with decades of experience in investment, tax, estate, wealth planning, single family office management, private equity and capital markets. We have the collective strength and the skills to tend to each of our family’s needs. Texas Financial Resources is committed to remaining an independent and privately owned, for generations to come. Our independent ownership and transparent fee structure allows us to be uncompromising and objective in our search for the best solutions. The singular focus of most of the best solutions for our clients makes us a magnet for some of the best talent and most qualified professionals to serve you.

Nexus Advisors, LLC is a collaborative wealth management team addressing the financial needs and solutions for individuals and closely-held businesses.

Worked with people concerned about retirement planning and general risk management related to their plans. Services included 401k rollovers, brokerage accounts, life insurance, disability and long-term care insurance planning, college and retirement planning.

Employee benefits, including group health, disability, life insurance. Retirement plan design, including 401k, IRA's.

Mentored with an established financial planner in the areas of planning and investment strategies.