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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.