OpenAir Advisers

OpenAir Advisers is an independent wealth management firm focused on retirement planning for individuals and couples. The team builds customized strategies that combine tax planning, investment management, estate planning and risk management, and trustee services are also offered. Its planners draw on institutional-level research to construct portfolios that match each client's goals and tolerance for risk.

A first step is a complimentary assessment or second opinion, which can be booked by phone or through the contact form. The firm works in three stages: introduce, strategize and deliver, with periodic reviews to keep plans current as tax and legislative rules change. Clients can choose the communication methods they prefer. The main office is in Southlake, with additional offices in Dallas, Rockwall and Midvale, Utah.