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Wealth Management

We offer a wide range of solutions designed to help empower you to reach your goals.

Ready with Solutions

Common Questions Our Clients Ask

Building Wealth

  • What type of account should I be using to save money for retirement?
  • What do I do with my old 401(k) account at my previous employer?
  • Am I putting enough money in my current retirement plan?
  • My employer doesn't offer a plan, what options are available?
  • What is the difference between my 401(k) and a ROTH IRA?
  • Where should I be saving money for my children or grandchildren?

Accessing My Wealth

  • When can I get to my money?
  • At what age can I access my money?
  • What are the tax ramifications of my money?
  • How much in taxes will I pay on my money?
  • How much of my money can I get access to on an annual basis?

Investment Strategy


  • Portfolio analysis and monitoring based on clients needs

  • Portfolio design based on client's goals, needs, and risk tolerance

  • Cash flow management analysis

  • Facilitation of required minimum distributions

  • Facilitation of Qualified Charitable Contributions

  • Roth conversion Strategies & Implementation

  • Tax-sensitive investment strategies

  • Tax loss harvesting strategies

  • Coordination with your CPA to help ensure careful tax planning

  • Coordination with your estate planning attorney

What solutions are you seeking? 

Schedule a Meeting Today

Wherever you are on your financial journey, our team is here to provide you with the guidance and support that you need. Reach out to us today to learn more about our financial services, or to see if you're a good fit for our network of financial professionals.

Bluecrest Financial:

700 N. Grant Street, Suite 120
Odessa, TX 79761

Dallas Office:

14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254

Meet the Team

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254. 972-348-6300 Bluecrest Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202804-8271024

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

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