Larry Wynn Email & Phone Number

As a Financial Advisor and Investment Specialist, I provide fee based advisory and planning services to individuals, families, and business owners in the Boerne and surrounding area. Working with high-net worth clients I develop custom, non-discretionary allocation models based on a client’s strategic and tactical objectives and risk-tolerance profile. This method emphasizes allocation models focused on wealth accumulation, disbursement, and wealth transfer to future generations as well as charitable giving. My approach is ‘hands-on’, market relevant, and involves frequent interaction with the with the client. While the investment management aspect of client engagement is a core deliverable, I recommend that clients review their entire estate planning landscape and therefore frequently work with my client’s attorney, CPA, or other advisor(s) as appropriate.Working with business owners I ensure they evaluate business succession scenarios and the use of appropriate buy/sell agreements for the type of entity structure they have. My practice also evaluates 401k type employee retirement and executive compensation plans and recommends appropriate solutions. These efforts are coordinated with the business owner’s tax and legal advisors as appropriate. My passion is to provide families and business owners with comprehensive, tax advantaged financial strategies based on thorough analysis of their unique goals and timetables, and to become a lifetime resource for each client.For disclosures, please see my website at https://www.symmetryfinancialsolutions.com

Listed skills include Financial Services, Investment Advisory Services, Succession Planning, Personal Finance, and 11 others.

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  Texas Tech University - Rawls College Of Business

  Economics, Business