Option Equities & Investment LLC

Carpion Private Wealth, based in Southlake, TX, is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth. The team focuses on preserving wealth for seamless transfer across generations, emphasizing the importance of building a lasting legacy. With a client-centric work ethic, the experienced wealth advisors at Carpion Private Wealth offer personalized services tailored to align with each client's unique financial goals and values. Their systematic approach and regular communications aim to instill trust and confidence, ensuring a comprehensive wealth management experience. Founded by professionals with extensive experience in the financial industry, Carpion Private Wealth provides independent fiduciary services with a focus on family governance. By partnering with BNY Mellon | Pershing, a leading custodian with a long-standing reputation, they offer industry-leading technology and specialized solutions to help clients plan for a secure financial future. Generated from the website content

Welcome to Merrill Lynch in Southlake, TX. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

At Badii Private Wealth Management, we have had the privilege of working with high-net-worth individuals and families. As a result, we have learned that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allow us to simplify and coordinate their wealth in a way that protects and preserves the success they have worked hard for. As an independent firm, we do things differently. We are not beholden to the goals and guidelines of a “sales” system. Instead, we focus on finding clients we can connect with. From there, we form intimate relationships that nurture equally intimate financial plans - plans based on the person, not a product.