Schubert Kelley J PC is a multi-family office based in McKinney, TX, offering comprehensive wealth management services to help families build and protect their family legacies. With a focus on applying technical expertise and biblical wisdom, they assist clients in making wise financial decisions and stewarding their resources for Kingdom impact.
As an independent wealth advisor, Schubert Kelley J PC aligns their motivations with the best interests of the families they serve. Their consultative approach involves understanding each client's values, relationships, and goals to optimize investments, ensure tax efficiency, protect assets, and facilitate complex charitable gifting, ultimately making a lasting and eternal impact on the lives of their clients, their families, and the world.
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