PSO Family Wealth

PSO Family Wealth We serve clients with passion and purpose.

We are a Planning based, wealth management team focused on developing risk-managed Strategies in order to pursue purpose-driven Outcomes for the families we serve.

Time to breathe. A long travel day has ended with my favorite things. Fresh fish from the sea. Chilled wine in a glass. ...
09/01/2026

Time to breathe. A long travel day has ended with my favorite things. Fresh fish from the sea. Chilled wine in a glass. And the most stunning sunset in the world.

Freedom starts years before it becomes reality. Freedom is doing the work everyday and not losing sight of what it means to you. The is the WHY that drives the WHAT.

Freedom does not happen over night. It takes time, perseverance, and a well built plan. But once achieved, it is magical. And there is nothing more magical to me than a Maui sunset.

We help families create the opportunity for financial freedom, whatever that means to them.

➜ What does freedom look like to you?

My story started over six decades ago this month when they chose to wed and create our family. A year later, I came into...
08/27/2026

My story started over six decades ago this month when they chose to wed and create our family. A year later, I came into this world, eyes wide open and ready to start my own journey.

This year marks their 61st anniversary. Behind them is the picture of that day, and a toast to their legacy by me and my sister.

Legacy is not just about money. It is about the footprints that people imprint on your life. It's how you will be remembered after you are gone.

This is why we do the work we do. This is how our client families know how much we care.

We help families create financial freedom during their lives, and in doing so, their legacy footprints grow and expand, forever changing the lives of others.

➜ Who has impacted your life? Have you told them?

What does Freedom mean to you? Freedom is doing➜ what you want➜ when you want➜ with whom you wantFreedom can be a long-t...
08/18/2026

What does Freedom mean to you?



Freedom is doing

➜ what you want

➜ when you want

➜ with whom you want

Freedom can be a long-term financial goal, or something as simple as finding a moment of solitude among a ship of 3000 people.

The PSO Family Wealth journey helps families build financial freedom, whatever that means to you today, and in the future.


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➜ Come join the Journey https://bit.ly/3TUS0Fl
➜ Meet the team https://bit.ly/4bUNwoa

What does Freedom mean to you? Freedom is doing➜ what you want➜ when you want➜ with whom you wantFreedom can be a long-t...
08/11/2026

What does Freedom mean to you?



Freedom is doing

➜ what you want

➜ when you want

➜ with whom you want

Freedom can be a long-term financial goal, or something as simple as getting your daily fruit and vitamin D.

The PSO Family Wealth journey helps families build financial freedom, whatever that means to you today, and in the future.


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➜ Come join the Journey https://bit.ly/4wwRaME
➜ Meet the team https://bit.ly/4wmPmp8

Today we stop to remember and reflect on the day 3 years ago that Maui's west coast changed forever. This is my favorite...
08/08/2026

Today we stop to remember and reflect on the day 3 years ago that Maui's west coast changed forever. This is my favorite picture of enjoying a great view from The Lahaina Fish Company one year before the fire. Landscapes may change, but the Aloha spirit remains strong.

Please share your favorite Lahaina memory as we continue to support this community as it continues to rise from the ashes. Mahalo!

What does Freedom mean to you? Freedom is doing➜ what you want➜ when you want➜ with whom you wantFreedom can be a long-t...
07/31/2026

What does Freedom mean to you?



Freedom is doing

➜ what you want

➜ when you want

➜ with whom you want

Freedom can be a long-term financial goal, or something as simple as admiring your first sunset from a cruise ship.

The PSO Family Wealth journey helps families build financial freedom, whatever that means to you today, and in the future.


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➜ Come join the Journey https://bit.ly/44VjblD
➜ Meet the team https://bit.ly/4w1R2UX

What are legacy footprints ? Footprints are➜ what you leave behind➜ how you will be rememberedFor a lifetime Astro fan, ...
07/10/2026

What are legacy footprints ?



Footprints are

➜ what you leave behind

➜ how you will be remembered

For a lifetime Astro fan, this legacy brick will be a footprint forever cemented in our family history!

Happy Birthday, DAD!...Go STRO'S

At PSO, we are building freedom today, and expanding footprints tomorrow.


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➜ Come join the Journey https://bit.ly/4vqf3Vv
➜ Meet the team https://bit.ly/3RwiH22

Grateful. Proud.Happy Birthday, America!
07/04/2026

Grateful. Proud.
Happy Birthday, America!

What does Freedom mean to you? Freedom is doing➜ what you want➜ when you want➜ with whom you wantFreedom can be a long-t...
07/03/2026

What does Freedom mean to you?



Freedom is doing

➜ what you want

➜ when you want

➜ with whom you want

Freedom can be a long-term financial goal, or something as simple as imagining the endless possibilities of a new day while being nourished by sun, sand, and sea.

The PSO Family Wealth journey helps families build financial freedom, whatever that means to you today, and in the future.


=

➜ Come join the Journey https://bit.ly/4pafBgM
➜ Meet the team https://bit.ly/3SH6J64

You can never be too young to learn about how to build financial freedom! Thank you RISD AVID students for being so enga...
04/14/2026

You can never be too young to learn about how to build financial freedom! Thank you RISD AVID students for being so engaging and eager to learn!

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1 Cowboys Way, Suite 450
Frisco, TX
75034

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