CPRWM

The vision of this company was birthed out of a desire to have an impact on people that transferred generationally and created a legacy. In order to accomplish this goal, clear and targeted values needed to exist. We believe that one of the most rewarding aspects of this life is found in relationships. In order to have great relationships, you must have great communication. And successful communication is based on setting and executing effective expectations. Although the company itself was founded in 2014, the investment experience of the Principal and Managing Director dates back to 1985... We believe excellence in communication is built on active listening, clarification of needs and collaboration to assure effective action steps... This is your opportunity to leave a lasting impact. Strategically, we can help you implement a plan that may include loved ones and charities.

Also known as: CPR Wealth Management, LLC

Primary location: Frisco United States