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Our Company

You deserve the highest standard of care possible. At Red River Wealth Strategies, our advisors unite their individual expertise to form a truly dynamic collective. We believe our team-based approach to financial planning ensures a more comprehensive perspective that promotes our clients’ total financial health.

With offices in the DFW Metroplex, West Texas, and Oklahoma, we are committed to establishing a diverse and collaborative team based environment that provides advisors the ability to deliver the highest quality advice available. We value your uniqueness, your history, and your goals. Through all market conditions, we endeavor to simplify the complexities of your financial life so you can focus on the things you cherish most.

Our Vision

Our vision is to become one of the industry’s premier distribution organizations focused on providing holistic solutions through professionally trained Advisors committed to managing client needs through a process-driven approach.

Our Mission

At Red River Wealth Strategies, we strive to help individuals and businesses take charge of their financial lives. Through understanding your most valued objectives and goals and using our holistic approach, we build comprehensive strategies designed to enhance your financial independence.

With over 25 years of experience, we have the unique advantage of combining our investment management expertise with deep risk management knowledge. By providing life, long-term care, disability insurance and more, we work to protect and grow your portfolio while defending you and your family with tailor-made risk management products.