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Have questions about your financial future? Our experts are here to help! Contact us today for a personalized consultation and take the first step toward financial security.

7300 State Hwy 121, McKinney, TX 75070, USA

Stop Guessing. Start Strategizing.

Book a strategic conversation to uncover gaps, opportunities, and a clearer path forward—before the next decision costs you.

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7300 State Highway 121, Suite 300, McKinney TX 75070

(310) 497-9226

Turning complex planning and liquidity events into coordinated opportunities for multi-generational wealth.

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DISCLOSURES | TERMS & CONDITIONS | PRIVACY POLICY

Please be advised, RTB Wealth Advisors, LLC, and its representatives, are registered as an Investment Advisor, as such, we provide investment advisory services and do not offer tax or legal advice. While we may discuss the potential tax implications of certain investment strategies as part of our overall financial planning, these discussions are for illustrative purposes only and should not be considered tax advice. Tax laws and regulations are complex and subject to change, and their application can vary based on your individual circumstances. Please remember that it is your responsibility to consult with a qualified tax advisor or counsel regarding your specific tax or legal situation. RTB Wealth Advisors, LLC does not assume any responsibility for the tax or legal advice provided by any third-party tax or legal professional.