Patriot Wealth

Eagle Global Advisors, LLC is an independent, registered investment advisor based in Houston, Texas. With over 25 years of experience, they offer a range of award-winning investment strategies for a diverse group of investors, including international equity, MLPs energy infrastructure, renewables infrastructure, U.S. equity, global equity, and business development companies. Committed to providing exceptional, personalized service, Eagle Global Advisors focuses on delivering tailored, all-weather portfolios designed to meet each client's specific investment objectives, risk tolerance, and time horizon. As an employee-owned firm, Eagle Global Advisors prides itself on its dedication to excellence and core values of honesty, truth, and placing the client first. Their wealth management philosophy is centered around a disciplined, long-term approach to building tax-efficient wealth for high net worth individuals and families. With a focus on preserving and enhancing the value of assets, Eagle Global Advisors strives to deliver the highest level of service and follows proven investment principles to help clients achieve their financial goals.Generated from the website

The Menard Financial Group LLC, founded in 1991 by David Menard, is an SEC-registered fee-only investment advisor based in Houston, TX. The firm specializes in creating Integrated Financial Plans that align clients' financial products with their personal goals, ensuring a comprehensive strategy for financial security and growth. With a commitment to transparency and advocacy, The Menard Financial Group serves a diverse clientele, including successful business owners and high-net-worth individuals. The dedicated team focuses on providing personalized advice and resources, empowering clients to navigate their financial futures with confidence and resilience. Generated from the website