At Kusak Wealth Management, our mission is simple: to combine our knowledge, experience, and high level of ethics to provide customized financial and investment strategies our client's trust. They also appreciate our “family first” mentality and dedication to serve others.

As independent advisors, we strive to go beyond the service level of the typical wealth management firm. We look at your goals, objectives, and risk tolerance to craft customized strategies. We take a holistic approach to financial guidance and believe in fostering client relationships built on trust. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions based on family values. We also leverage the strategic alliances we have with other professionals, such as CPAs and attorneys, to provide a comprehensive approach to our clients’ goals.

As advisors that have been serving families and businesses in Texas for over 20 years, we take pride in knowing we have built such strong relationships in our community.  Our lifelong relationships with clients are built on trust and often span for generations. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.

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Financial Planning

As part of our ongoing service, our team will review and update your financial plan on an as-needed basis. If you have had recent life changes that require a review and/or update to your financial plan, please let us know so we can update your plan accordingly. As a part of plan development, we...
 

Goals Review

We start and end with your goals and dreams. Regular communication is the key to ensuring that those are met. Together, we will determine the frequency of our reviews — quarterly, semi-annually, or annually — to ensure you know exactly when and how often we will meet. As such, our firm will reach...
 

Investment Management

Our experience tells us that a disciplined and diversified approach to investment management offers the greatest potential for investment success. We believe that a family’s approach to investing should not only include diversification among asset classes, but various strategies as well. With that...
 

Insurance Planning

As major life changes occur we will evaluate your insurance coverage to ensure you are not unnecessarily exposed. As part of our ongoing engagement, we will continue to evaluate the following: Insurance needs analysis Individually-owned life insurance Business-owned life insurance Disability income...
 

Tax Planning

The goal of tax planning is to evaluate and arrange your financial affairs to minimize your taxes based on your current situation. We can assist with this in various ways including: Tax Gain/Loss Summary Forward Year-End Tax Planning Information to Your Personal CPA Conduct Phone Calls with your CPA...
 

Estate Planning

The goal of estate planning is to anticipate and prepare for the allocation of your estate. We offer the following services to assist with this: Estate plan analysis, review and coordination with other professionals Wealth distribution strategies Beneficiary designation alignment
 

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably. Often times business owners are too absorbed...
 

Coordination with Other Professionals

The financial services industry offers an array of services and covers multiple professions. As such, we provide access our external network of trusted professionals (see list of our strategic partners): Attorneys Accountants Real Estate Professionals Mortgage Brokers Employee Benefits Property...

Financial Planning focused on helping you achieve your life goals.

FAQ

Q

Do you charge for an initial meeting & what do I bring with me?

We do not charge for an initial consultation. When you come in for your first meeting, we’ll ask you to bring your latest financial statements and a current tax return. We’ll review this information and discuss financial goals, income sources, retirement plan contributions and balances, financial and real estate assets, insurance coverage, mortgages, other debts, and estate planning documents.

Q

Do you have a minimum portfolio size or minimum fee?

To become a client of Kusak Wealth Management, we require a minimum of $250,000 in investable assets per household or family.  We use a “Tiered Fee Schedule” starting at a 1% annual management fee that decreases according to assets under management.  Additional service fees may be required depending on the complexity of the plan and/or for investable assets under $250,000.  All fees are discussed and disclosed prior to plan implementation.

Q

How does your firm approach working with a new client?

We understand that everyone’s needs are different and thus, everyone’s solution will be different.  We start by getting to know you, your goals, needs, and priorities.  We then research, analyze, and design a plan customized for you and your family.  Once implemented, we then continue to monitor and service your plan to accomplish your goals.  Your relationship and success will always be our top priority.

Q

Are you a fiduciary?

We are licensed Investment Advisor Representatives (IAR) and as such, have a fiduciary duty to all of our clients to act in the utmost good faith, in a manner we reasonably believe to be in the best interest of our clients. We value the legislation put forth by federal law, the SEC, as well as state authorities, to provide the highest level of service to our customers under the fiduciary standard.