WEALTH MANAGEMENT TO MAKE YOUR DREAMS A REALITY
YOUR VISION. YOUR FUTURE. YOUR CIRCLE OF TRUST.
Success creates opportunities to live the life you desire, but it can also create challenges that require time and expertise to resolve. At RoundTable Associates, we work collaboratively with you to provide sound financial guidance and planning solutions tailored to your needs and goals. Drawing on our experience and expertise, we help you solve complex problems, make wise decisions to protect your wealth, and give you the peace of mind that you’re prepared for tomorrow.
THE ROUNDTABLE DIFFERENCE
We offer a unique wealth management experience that is rooted in collaboration and a big-picture view of your wealth. We start by looking at every aspect of your financial world and bringing it all together into a cohesive plan that’s aligned to your hopes, dreams, and values. As life evolves and your needs change, we ensure everyone in your financial circle has a seat at the table and is working together on your behalf, including accountants, attorneys, and other professionals.
Our name represents our core belief that there is no better place for communication and collaboration than a round table filled with people committed to your best interests. We’re honored to be by your side, ensuring everyone else is working together to help you live life abundantly and with greater peace of mind.
WE'RE TOP RANKED BY FORBES
Forbes has recognized Chris Cruz as one of the top financial security professionals in Texas. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
