experienced, educated, unbiased
wealth advisors
Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available
for all.
Our Promise
We provide holistic financial advice, understanding that finances are only one piece of a client's life. Our advisors adhere to a strict fiduciary oath. This means we always operate in our client's best interest.
We Provide
Investment Management
-
invest with a purpose
-
goal driven
-
customized solutions
-
data driven
-
focus on efficiency
Wealth Planning
-
portfolio design
-
tax strategies
-
risk management
-
estate, charitable gifting strategies
-
implementation and review
Life Event Planning
-
retirement
-
business sale
-
stock option, RSUs
-
inheritance, large gifts
-
other life transitions
Family Office
-
oversee whole family finances
-
investment management
-
property management
-
bookkeeping
-
tax preparation
-
a finance department for your family
Your Advisors
helping to create financial empowerment for all
April Busby, CPA
Shirley Sanchez, MS
Daphne Jordan, CFP®
Anthony Guzman
Nicole Renaux, CFP®
Nikki Yates
VISIT
Austin: Downtown
800 W. 5th Street, Suite 100B
Austin, TX 78703
North Dallas
5700 Granite Parkway
Suite 200, Plano, TX 75024
Call
Austin Office. 512-334-6800
Dallas Office. 972-642-1600
Fax. 866-537-9403