Broker Check

Helping You Sustain Your Legacy


Constant Wealth Management is a multi-generational family office focused on the unique wealth management needs of affluent families, medical and legal professionals and business owners.

Communication, Transparency and Service Before Self are the cornerstones of our relationships. These core values drive everyone at Constant Wealth Management to consistently exceed our client’s expectations in an ever changing world.

In addition, at Constant Wealth Management, we offer holistic solutions through a spectrum of wealth management and professional services. Investments, philanthropy, estate and financial planning are just a few of the comprehensive wealth solutions we offer.

Welcome to Constant Wealth Management

Our planning solutions are based on the holistic management of your risk, while focusing on reducing volatility and preserving your wealth.

Constant Wealth Management clients have achieved many of their short-term and long-term goals through measured and perpetual discipline. Taking that success and developing a mutual long-term plan through Communication, Transparency and Service Before Self, we can help you continue achieving your goals.

Financial Guidance

One-size fits all is best left to vacation bike helmets. At Constant Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.


    Protecting Your Legacy

    Uncertainty leaves room for opportunity. At Constant Wealth Management , we can solidify tomorrow by planning today. As Warren Buffett said, "you can sit in the shade tomorrow because of the tree you planted today."

      Wealth Management

      Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.


        Insurance Services

        A good defense is the best offense. Let Constant Wealth Management surround you and your family with our leading insurance policies.


          Our Areas of Expertise

            Family Offices

            Medical Professionals

           Legal Professionals

           Business Owners

           Corporations and Endowments

          Constant is awarded the  2017 Five Star Wealth Manager award in Dallas/Fort Worth. 

          Results are published in the December 26, 2017 edition of Forbes and August 2017 edition of Texas Monthly.