Custom Wealth Solutions is an independent financial services firm based in Plano, Texas. The company is dedicated to helping individuals and families achieve their financial goals through a personalized and comprehensive approach. Their core mission is to build long-term relationships with clients by providing tailored strategies in investment management, retirement planning, risk management (insurance), and estate planning. As an independent firm, they emphasize their ability to offer objective advice and a wide range of financial products without being tied to any single proprietary company.

Founded in

United States