WEALTH MANAGEMENT

Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. 

At Cullen Investment Group, we employ comprehensive financial plans that incorporates your assets and liabilities and every other aspect of your financial life. Since we include more than just your investments, we are able to help give you a more holistic view of your situation. We will help you navigate estate planning, trust services, tax strategies, investment advice, charity and philanthropic planning, insurance needs, wealth transfer and family legacy planning, and many other things. If the help you need is outside our area of expertise, we will connect you with trusted experts and work with them closely to solve even the most complex issues so that you can have peace of mind.

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Check Out Our Low Fee Schedule

We think our fee is lower and more competitive than most firms and we believe that we offer the most comprehensive suite of services given the fee we charge.

FEE-ONLY

We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.

What Makes Us Different

FEE-ONLY

We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.

What Makes Us Different

FEE-ONLY

We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.

FIDUCIARY

We are a fiduciary, meaning we hold ourselves to the highest standard of client care. We are bound by law to only ever act in our client's best interests

EMPLOYEE-OWNED

Employee ownership means we’re a truly independent firm and focused on the long term needs of our clients.