Financial Planning
1A 35-year-old financial planning and investment firm based in Fort Worth, Texas. The company is dedicated to providing personalized comprehensive and objective advice in the areas of investments, retirements, and estate planning.
Certified Planners
2Bill Robertson and G. Richard Truitt, Jr. are Certified Financial Planners who use a sensitive, holistic approach to analyze their clients’ total financial situation. They help clients develop and reach life goals related to financial matters by structuring, implementing, and monitoring plans using diligently researched methods.
Registered Representatives
3William F. Robertson and G. Richard Truitt Jr. are Registered Representatives of and offer securities products & services through Gĕneos Wealth Management, INC Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, New Jersey, New York, Oklahoma, Texas and Virginia. William F. Robertson and G. Richard Truitt, Jr. are also separately registered as an investment advisor under Gĕneos Wealth Management, Inc., a registered investment advisor.