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What People Say
The testimonials are provided by current clients. Individual experiences may differ, and past results are not a guarantee of future outcomes. These testimonials are not representative of all clients. No compensation was provided in exchange for these testimonials. Each client has confirmed that no material conflicts of interest exist with our firm, including but not limited to familial relationships, employment arrangements, or financial incentives.
Meagan and Chris G
"Dan Sanders has been our fiduciary since 2017 when he seamlessly handled the conversion of my company-style 401K into a Standard IRA.
Over the last several years, we have employed Dan’s expert concierge services for many other financial transactions.
Recently, we sold an investment property and needed a tax-saving solution for the proceeds.
Dan lead this effort with diligence, professionally coordinating a 1031 Exchange into several income producing DSTs. Dan’s knowledge and experience in the financial arena definitely put him near the top of our speed-dial list with family and friends; he has been both to us!"
Chuck P
"I have worked with several financial advisors over the years, and had a difficult time finding one that was readily available when needed, and willing to work closely with you to meet your investment needs.
I finally found my solution with an independent advisor - Dan Sanders and Executive Wealth Management in Houston.
The larger firms focus on impressive marketing presentations to get your business, but are then weak when it comes to service after the sale.
Their goal is to sign up as many clients as possible, and then only meet with them once or twice a year, irrespective of what is taking place in the markets.
You will find that Dan places a much greater focus on customer service."
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