True Wealth Management™

STRATEGY, STEWARDSHIP, AND PEACE OF MIND FOR COMPLEX LIVES.

A grounded, personal approach built to preserve your lifestyle and guide your legacy.

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Experienced Guidance.
Connected Resources. Built Around You.

YOUR LIFE

Who we help

High net worth families, individuals, and business owners navigating complex financial decisions with confidence.

YOUR PLAN

What we do

A coordinated strategy that brings every financial decision into alignment with your definition of True Wealth.

YOUR JOURNEY

Our process

Your journey begins with defining what True Wealth means to you, guided by a personalized path that evolves with your life.

OUR NETWORK

Who we know

Decades of relationships that connect you to private opportunities, trusted specialists, and the right people at the right time.

How We Serve You

We guide your financial life through a deeply personal partnership, experienced judgment, and expert care.

Disciplined management, private opportunities, and full-picture oversight in every market.

A plan centered on your family, aspirations, and life well lived—so wealth serves your goals.

Proactive guidance across investments, business, and income—helping you keep more of what you built.

A clear income roadmap for sustainable spending, so retirement feels like the freedom you earned.

A coordinated legacy plan that protects family, honors wishes, and transfers wealth with intention.

Guidance that helps families plan, communicate, and turn wealth into opportunities for generations.

The Numbers Behind the Relationship

1991

Founded in Austin.

$1 B+

Assets Under Our Care.

99%

Client Satisfaction.

$750,000+

Donated to Our Community.

Meet Your Advisory Team

Deep expertise and trusted relationships, so your financial life is always in the best hands.
DARBY ARMONT MBA, CFA®, CFP® Chief Executive Officer

Darby Armont

MBA, CFA®, CFP®

Chief Executive Officer
MICHELE NOWELL AIF® Chief Operating Officer

Michele Nowell

AIF®

Chief Operating Officer & Board Member
JAMES SHERRARD CFA, CFP® Executive Vice President of Investments

James Sherrard

CFA®, CFP®

Executive Vice President of Investments
BROOKS SLAUGHTER MBA, CFP® Board Chair & Chief Investment Officer

Brooks Slaughter

MBA, CFP®

Board Chair & Chief Investment Officer
PAUL EPPEN MBA Chief Growth Officer

Paul Eppen

MBA

Chief Growth Officer
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Trusted by Families Across Generations

99% of our clients stay. The families we serve say it best.

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Before We Begin

We believe the right fit matters. Let’s start with a conversation.

Insights

Clear thinking for complex financial decisions.

We’re Here When You’re Ready

Share a bit about yourself and your goals. We’ll take it from there.

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