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We help our clients pursue their wealth management goals through careful advice. We offer our customized wealth management solutions to wealthy individuals and families, family offices, charitable gift programs, endowments and foundations. Call us at 972-386-6639 to schedule a personal wealth review.

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Mark S. Pincus
Managing Partner



Mark S.Pincus

Managing Partner

With over 25 years of experience in the financial services industry, Mark S.  Pincus has been involved in almost every aspect in the business. From individuals saving for their childrens college to creating and structuring various complex business financing options, he has the experience to help you accomplish all of your financial goals. 

Mr. Pincus started his investment career in 1986 with the investment banking firm of Dean Witter Reynolds where he helped individuals plan and successfully implement retirement strategies. As his practiced evolved, he went to work with Smith Barney Harris Upham. At Smith Barney, he worked with high net worth individuals with their retirement planning as well but with emphasis of reducing their tax obigations.

Mr. Pincus was responsible for the capital funding of Beyond Conception (a specialty retail operations with 17 stores in 7 states) and various other startups and raising millions of investment dollars for these ventures.

From risk management to long term investment planning, Mr. Pincus has built a team to accomplish whatever your financial goals you might have.

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