Lance Lahourcade

Asset Advisory Group, Inc. is a wealth management firm based in Kinnelon, NJ. The private company offers financial planning, investment management, and other services to help clients achieve their individual needs. The company is committed to the fiduciary standard, ensuring the strongest standard of integrity and accountability. The company prides themselves on providing individual and personal service, with a size where every one of them knows every client. Founded by John Lance Lahourcade in 1993, the company provides unbiased investment advice and strategic wealth planning to individuals, families, business owners, and entrepreneurs.

Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments.