Steve Namy - CU Wealth Management

Indigo Canyon Holdings LLC is a Dallas-based private equity firm with over 30 years of experience in operationally optimizing businesses, maximizing growth, and fostering a supportive culture. The firm specializes in partnering with companies across various sectors, including healthcare, consumer staples, industrial manufacturing, and emerging industries, to help them reach their next level of growth. With a proven track record, Indigo Canyon Holdings emphasizes a collaborative approach, setting challenging goals while providing the necessary support and resources to ensure success for all stakeholders. Their investment strategy focuses on aligning with businesses that share their vision and values, ultimately creating a platform for sustainable growth and development. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Waterworth Wealth Advisors LLC is an independent financial advisory firm based in Southlake, TX, offering comprehensive wealth management services to successful individuals, families, and business owners. With a focus on personalized financial planning and investment management, their team of experienced professionals serves as independent fiduciaries, prioritizing their clients' interests and providing clear, understandable explanations without technical jargon. What sets Waterworth Wealth Advisors apart is their proactive, concierge-style approach to financial management, building deep relationships with clients to anticipate and implement solutions to their financial needs. They offer communication that adapts to clients' preferences, whether through calls, remote or in-person meetings, email, or text, and provide 24/7 access to client information through their online portal. With a commitment to education and a comprehensive planning process, Waterworth Wealth Advisors helps clients make good financial decisions that impact the rest of their lives.Generated from the website