ACCESS HIGH LEVEL INDEPENDENT PLANNING
WHO WE SERVE
We help families and business owners uncomplicate complex planning with a specialization in high net-worth strategies. There are typically two triggers that cause someone to look for help to manage growing complexity -- a desire to organize business and life transitions, and/or a growing tax bill. No matter where we start, during this relationship, our job is to help our clients define who and what you are becoming. We are not here to tell you “what” to do, but help you establish your own guideposts and present opportunities in legal, tax, and administrative matters that promote you and your family’s values.
Affluent Families
We help families overcome fragmentation through collaboration. In our view, high net-worth families often have a collection of siloed advisors working independently on a portion of the family wealth. When was the last time your advisors collaborated? How does your financial team work together? Have they ever met each other? Do you think you are getting the best advice?
High Income Earners
Many people come to us as high-income earners who need to catch-up on retirement in order to close the gap in their remaining high-accumulation years. Others are running out of tax-efficient savings options or ways to employ their resources through traditional methods.
In both scenarios, high-income earners need focused strategies to enhance and preserve wealth without a dramatic loss through taxation.
Business Leaders
We see your business activities and business structures as just as important, or more important, than your net revenue and liquidity—like the goose and the eggs. Your cumulative passive balance is just part of the picture.
Business owner planning is meant to give context to how business and personal worlds overlap, to be panoramic and connect business and personal in a more meaningful and efficient way. Solutions come after context, and curiosity before prescriptions.
STEVE WINGARD
Steve Wingard is a graduate of West Point and has been a financial services professional for more than 20 years. Steve enjoys simplifying the process through problem-solving for intangibles and is passionate about helping clients to achieve their goals. In working with clients, Steve values excellence, service, respect, and connection.
Experience
Steve’s career spans 20 years, with a comprehensive background in the financial planning and consulting industry. Working primarily with business owners, he is well-versed in assisting clients with the design and implementation of effective solutions in the insurance and investment arena, as well as executive benefits, risk management, estate planning and wealth transfer strategies. Steve’s diverse background enables him to provide clarity and perspective to the process, and he works diligently to build meaningful relationships based upon trust and mutual respect.
Community
Steve and his wife Stacy are proud parents of 11-year-old twins. Steve has served on various boards, most recently as Board Chair for the Fulton School from 2015-2016, and Past Chair from 2017-2018. He served as CubMaster in 2019 for Pack 386 in Heath, TX. Steve's son Zach graduated out of Cub Scouts earning his Arrow of Light and is now in Scout Troop 690 in Rockwall. Steve has volunteered for over 20 years in the Children's Ministry of the DFW Church.
Education
United States Military Academy at West Point
Credentials
Investment Advisor Representative of Lion Street Advisors, LLC FINRA Series 7 (General Securities Representative Examination) FINRA Series 6 (Investment Company and Variable Contracts Representative Examination) FINRA Series 63 (Uniform Securities Agent State Law Examination) Group 1 Life and Health License Registered Representative of Lion Street Financial, LLC.
Peter Kane
Peter Kane is a Personal CFO for The Wingard Group. He works with clients to "clean their financial garage". Where others can be overwhelmed with the details, Peter loves them like a gearhead loves tinkering with cars. He supports The Wingard Group by helping build personal financial plans and operational analysis and consults with client enterprises. In working with clients, Peter values connection, integrity, and achievement.
Experience
Peter spent a decade working with non-profits, in development and fundraising roles as well as CFO roles. Since then, he turned his analytical and strategic thinking skills from a one-organization focus to multi-organization focus, helping many families with their personal financial enterprise.
Community
Peter and his wife Jess are proud parents of four children, and are actively involved at St. Francis Montessori School in Irving. They spend most of their time engaged in forming their children into good stewards of what they've been given, and are also involved in church and school events, soccer, and rugby.
Education
University of Dallas, Summa Cum Laude, Phi Beta Kappa
University of Texas at Tyler, M.B.A.
Credentials
M.B.A., Certified Value Builder, Insurance Licensed - General Lines
