Wealth Management

Wealth management focuses specifically on investing, risk management, and long-term asset growth, often paired with estate and tax strategy. Financial planning includes broader topics like budgeting and saving, while wealth management is about what you do with the money you’ve built. At Dearborn & Creggs, we combine both services to help ensure every part of your financial life is working together. This is especially helpful for Texans managing multiple income sources or complex retirement assets.

No—wealth management is about the complexity of your needs, not a specific dollar amount. We work with many Texans who are growing wealth, preparing to retire, or managing family inheritances. If you’re looking for more advanced investment guidance, tax strategy, or estate planning coordination, we can help—whether you’re in Austin, San Antonio, or a smaller Texas community.

We start by understanding your comfort with risk, your timeline, and your income needs. Then we build a diversified portfolio using strategic asset allocation to balance growth and protection. We also monitor your investments over time and adjust as needed—especially important given market fluctuations and economic shifts unique to Texas industries. Our approach helps you stay confident, no matter what the market is doing.

Yes—we coordinate closely with estate attorneys and tax professionals to align your investment strategy with your legacy goals. While we don’t draft legal documents, we help ensure your accounts, beneficiaries, and tax exposure are properly managed. Many Texas families rely on us to help them prepare for wealth transfers, gifting strategies, and long-term impact. Estate planning is about more than documents—it’s about confidence.

Absolutely. We serve clients across Texas through virtual meetings, phone calls, and secure digital tools. Whether you’re in Fort Worth, Midland, or the Gulf Coast, you’ll receive the same personalized support and long-term partnership. We’re based in Sugar Land but proudly serve Texans statewide with the same care and attention you’d expect from a local advisor.