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Kevin L. Caldwell, CFP®

Pres. and CEO, Shamrock Asset Management

14643 Dallas Pkwy Tollway
Ste 570 Mohr Bldg next To Lawrys
Dallas, TX 75254
Phone: (214) 394-4720

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Visit ShamrockAdvisors.com for more information.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.