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# The McGowanGroup Asset Management: Top 8 wealth management firms as named by Forbes

## Sitemaps
[XML Sitemap](https://themcgowangroup.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Capital Expenditures on Steroids!](https://themcgowangroup.com/radio/capital-expenditures-on-steroids/): - Courtesy of Bloomberg LP
- [Profit Boom](https://themcgowangroup.com/radio/profit-boom/): - Courtesy of Bloomberg LP
- [Punished For Overspending!](https://themcgowangroup.com/radio/punished-for-overspending/): - Courtesy of Bloomberg LP
- [The Greatest Spending Spree in History!](https://themcgowangroup.com/radio/the-greatest-spending-spree-in-history/): *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
- [Q3 Big Money Flow Reversals!](https://themcgowangroup.com/radio/q3-big-money-flow-reversals/): *Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
- [Economic and Financial Market Impacts? Iran, Russia, Ukraine](https://themcgowangroup.com/radio/economic-and-financial-market-impacts-iran-russia-ukraine/): According to reports from both Russian and Western media, Ukrainian strikes have severely damaged Russian oil refineries. This has knocked out roughly 7% of global refined petroleum capacity—a disruption that will likely take years to repair.
- [McGowanGroup Wealth Management Q3 2026 Client Updates](https://themcgowangroup.com/radio/mcgowangroup-wealth-management-q3-2026-client-updates/): - Courtesy of Bloomberg LP
- [High Tech Deep Value?](https://themcgowangroup.com/radio/high-tech-deep-value/): - Courtesy of Bloomberg LP
- [All Time New Highs on Equity Indexes](https://themcgowangroup.com/radio/all-time-new-highs-on-equity-indexes/): A: Generous funding for capital expenditures with Anthropic and Open AI filing for IPO’s as well.
- [Energy Shortages?](https://themcgowangroup.com/radio/energy-shortages/): - Courtesy of Bloomberg LP
- [Liquidity Crisis Ahead?](https://themcgowangroup.com/radio/liquidity-crisis-ahead/): A: The top 10 Cryptocurrencies are down an average of well over 35% over the past year.
- [Iran: Deal or No Deal?](https://themcgowangroup.com/radio/iran-deal-or-no-deal/): - Courtesy of Bloomberg LP
- [Dangerous Overpricing?](https://themcgowangroup.com/radio/dangerous-overpricing/): - Courtesy of Bloomberg LP
- [The Good News and The Bad News!](https://themcgowangroup.com/radio/the-good-news-and-the-bad-news/): - Courtesy of Bloomberg LP
- [Wealth Management](https://themcgowangroup.com/radio/wealth-management/): - Courtesy of Gemini AI
- [Finding Deep Value!](https://themcgowangroup.com/radio/finding-deep-value/): - Courtesy of Bloomberg LP
- [Texas High Income Report: Richest Cities & Highest Incomes (2026)](https://themcgowangroup.com/education-series/texas-high-income-report/)
- [The Dangerous Blockade of Iran](https://themcgowangroup.com/radio/the-dangerous-blockade-of-iran/): - Courtesy of Bloomberg LP
- [Will This Rally Last?](https://themcgowangroup.com/radio/will-this-rally-last/): - Courtesy of Bloomberg LP
- [Trouble Ahead – Epic Fury Potential Outcomes?](https://themcgowangroup.com/radio/trouble-ahead-epic-fury-potential-outcomes/): - Courtesy of Federal Reserve Bank of Atlanta
- [McGowanGroup Wealth Management Q2 2026 Client Updates](https://themcgowangroup.com/radio/mcgowangroup-wealth-management-q2-2026-client-updates/): - Courtesy of Bloomberg LP
- [Operation Epic Fury’s Financial Market Impacts](https://themcgowangroup.com/radio/operation-epic-furys-financial-market-impacts-2/): - Courtesy of Bloomberg LP
- [No One Is Coming to Save Us!](https://themcgowangroup.com/radio/no-one-is-coming-to-save-us/): - Courtesy of Bloomberg LP
- [Oil: Fast and Loose and Dangerous!](https://themcgowangroup.com/radio/oil-fast-and-loose-and-dangerous/): - Courtesy of Bloomberg LP
- [NetWorth Radio’s North Texas Global Business Leadership Series: Spencer McGowan Interviews Robb Daniels, Master Builder & Entrepreneur!](https://themcgowangroup.com/interviews/robb-daniels/): NetWorth Radio's North Texas Global Business Leadership Series: Spencer McGowan Interviews Robb Daniels, Master Builder & Entrepreneur Robb Daniels has spent over two decades designing and building luxury custom homes with a focus on architecture, craftsmanship, and thoughtful execution. His work reflects a deep respect for proportion, detail, and the relationship between a home and its surroundings. Robb holds a B.A. from Pepperdine University in Economics and Political Science, where he attended on scholarship. Early in his career, he apprenticed in Europe restoring historic buildings, an experience that shaped his appreciation for timeless design and enduring construction methods. That foundation continues to influence his approach to modern luxury homes today. With expertise spanning architectural design, construction, interior design, landscaping, and pool architecture, Robb brings a rare level of versatility to each project. His homes have been featured in national television, print publications, and high-profile productions, reflecting a consistent standard of quality, discretion, and execution.
- [Epic Fury and it’s Impact on Financial Markets?](https://themcgowangroup.com/radio/epic-fury-and-its-impact-on-financial-markets/): - Courtesy of Bloomberg LP
- [Dollar Plummeting?](https://themcgowangroup.com/radio/dollar-plummeting/): - Courtesy of Bloomberg LP
- [Dangerous Overspending?](https://themcgowangroup.com/radio/dangerous-overspending/): - Courtesy of Bloomberg LP
- [AI Fear!](https://themcgowangroup.com/radio/ai-fear-2/): - Courtesy of Bloomberg LP
- [Crypto Bro’ Look Out Below!](https://themcgowangroup.com/radio/crypto-bro-look-out-below/): - Courtesy of Bloomberg LP
- [Feel The Power!](https://themcgowangroup.com/radio/feel-the-power/): - Courtesy of Bloomberg LP
- [Head Fake Again?](https://themcgowangroup.com/radio/head-fake-again/): - Courtesy of Bloomberg LP
- [“Bull Markets Are Born on Pessimism, Grow on Skepticism, Mature on Optimism, And Die on Euphoria.”](https://themcgowangroup.com/radio/bull-markets-are-born-on-pessimism-grow-on-skepticism-mature-on-optimism-and-die-on-euphoria/): - Courtesy of Bloomberg LP
- [McGowanGroup Wealth Management Q1 2026 Client Updates](https://themcgowangroup.com/radio/mcgowangroup-wealth-management-q1-2026-client-updates/): - Courtesy of The Atlanta Federal Reserve
- [2026!](https://themcgowangroup.com/radio/2026/): - Courtesy of Bloomberg LP
- [NetWorth Radio’s North Texas Global Business Leadership Series: Spencer McGowan Interviews Chris Putnam, CEO of The Dallas Express!](https://themcgowangroup.com/interviews/networth-radios-north-texas-global-business-leadership-series-spencer-mcgowan-interviews-chris-putnam-ceo-of-the-dallas-express/): NetWorth Radio's North Texas Global Business Leadership Series: Spencer McGowan Interviews Chris Putnam, CEO of The Dallas Express! Christopher brings a lifetime of experience in business, politics and media to DX. He started his career at IBM where he was recognized with the prestigious “Global Golden Circle” award. He then spent five years at Perot Systems before co-founding a tech startup he took public in 2006 and ultimately grew to a $2B market cap. Christopher has had a passion for media since he was an opinion writer in college for the “TCU Daily Skiff”, and has been published in many tech industry journals and major newspapers. A former Colleyville city councilman and Mayor Pro Tem, Chris also has a decade of experience in local politics. His 2020 race for Congress was featured in the New York Times, Politico, The Hill and other national publications. Christopher is a member of the Dallas Express Editorial Board.
- [Be Smart!](https://themcgowangroup.com/radio/be-smart/): - Courtesy of Bloomberg LP
- [Important Inflation Inflection For Investors?](https://themcgowangroup.com/radio/important-inflation-inflection-for-investors/): - Courtesy of Bloomberg LP
- [McGowanGroup’s Favorite 2026 Allocations?](https://themcgowangroup.com/radio/mcgowangroups-favorite-2026-allocations/): - Courtesy of Bloomberg LP
- [“And, So This Is Christmas! And A Happy New Year!”](https://themcgowangroup.com/radio/and-so-this-is-christmas-and-a-happy-new-year/): - Courtesy of Bloomberg LP
- [Happy Thanksgiving!](https://themcgowangroup.com/radio/happy-thanksgiving-2/): - Courtesy of Bloomberg LP
- [Wake Up Call?](https://themcgowangroup.com/radio/wake-up-call/): - Courtesy of Bloomberg LP
- [NetWorth Radio’s Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston. Can the U.S. Run Short of Natural Gas?](https://themcgowangroup.com/interviews/networth-radios-texas-global-business-leadership-series-spencer-mcgowan-interviews-brad-olsen-and-oliver-doolin-from-recurrent-advisors-in-houston-can-the-u-s-run-short-of-natural-gas/): NetWorth Radio's Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston. Can the U.S. Run Short of Natural Gas? Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation). From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine. Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston. Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston. Brad resides in Houston with his wife and four children. Brad was nearly fluent in Russian, but is very rusty. Client Portfolio Manager / Energy Specialist Oliver has spent over a decade specializing in natural resources, oil & gas, and MLP institutional equity research, most recently at Heikkinen Energy Advisors in Houston.Prior to joining Heikkinen, Oliver served in both research and business development roles at energy-focused investment banks, including 6 years as a Vice President at Tudor, Pickering, Holt & Co (TPH) in Houston, where he specialized in exploration and production (E&P), oilfield services (OFS) and midstream MLP companies. Oliver began his career as a research analyst covering E&P and Oilfield Service companies for both TPH and Howard Weil, respectively. Oliver holds a BS with dual concentrations in Finance and Legal Studies (Tulane University) as well as an MS in Accounting from the A.B. Freeman School of Business at Tulane University. Oliver, originally from south Louisiana, is an avid outdoorsmen and runner. He resides with his wife and two children in Houston.
- [2026 Allocation Strategy?](https://themcgowangroup.com/radio/2026-allocation-strategy/): “Decide what you would like your obituary to say and live the life to deserve it. Greatness does not come about through accumulating great amounts of money, great amounts of publicity or great power in government. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to beat The Golden Rule as a guide to behavior. I write this as one who has been thoughtless countless times and made many mistakes but also became very lucky in learning from some wonderful friends how to behave better (still a long way from perfect, however). Keep in mind that the cleaning lady is as much a human being as the Chairman.
- [Ask Great Questions!](https://themcgowangroup.com/radio/ask-great-questions/): - Courtesy of Bloomberg LP
- [2026 Predictions from Smart Investors!](https://themcgowangroup.com/radio/5-scary-dangers-for-investors/): - Courtesy of Bloomberg LP
- [5 Scary Dangers For Investors?](https://themcgowangroup.com/radio/5-scary-dangers-for-investors-2/): - Courtesy of Bloomberg LP
- [Another Equity Market Meltdown Over Tariffs?](https://themcgowangroup.com/radio/another-equity-market-meltdown-over-tariffs/): - Courtesy of Bloomberg LP
- [McGowanGroup Wealth Management Q4 2025 Updates](https://themcgowangroup.com/radio/mcgowangroup-wealth-management-q4-2025-updates/): - Courtesy of Bloomberg LP
- [Time To Clean House!](https://themcgowangroup.com/radio/time-to-clean-house/): - Courtesy of Bloomberg LP

## Pages
- [The 10 Stages of Estate Planning: A Wealth Manager’s Guide for Dallas Area Families](https://themcgowangroup.com/estate-planning/): Your estate planning attorney can draft a will or trust that holds up in court. What they usually can't do is tell you what's actually sitting inside your IRA, who your beneficiaries are, or whether your accounts are even titled correctly. That's a different job and it's the one we've spent the last two decades doing for hundreds of families across North Texas.
- [Home](https://themcgowangroup.com/): McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced wealth management, personalized investment planning solutions, and investment strategies to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service.
- [Investor Updates](https://themcgowangroup.com/investor-updates/)
- [Michelle Brady](https://themcgowangroup.com/meet-the-team/michelle-brady-client-services/): Client Services Specialist
214.720.4400  | Michelle Brady brings with her 18 years of experience in the Financial Services industry.
Michelle’s focus as Client Services Specialist at The McGowanGroup is providing superior client service through her expertise in account opening/maintenance & asset movement. She is also responsible for administering and maintaining our customer relationship management (CRM) platform with the most up-to-date technology and client information.
- [Certified Public Accountants](https://themcgowangroup.com/cpas/): Sam J. Adams Sam J. Adams CPA, P.C. 10440 N. Central Expressway, Suite 650 Dallas, TX 75231 Phone: (214) 559-7226 Fax: (214) 559-7223 sja@samadamscpa.com https://samadamscpa.com John Wayland - Oil and Gas Experience Tuggle, Burton & Co., P.C. 5080 Spectrum Drive, Suite 116W Addison, TX 75001 Phone: (972) 661-5562 Fax: (972) 661-1664 johnwayland@tuggleburton.com http://www.tuggleburton.com Michelle D. Wiseman, CPA, CITP, CGMA Wiseman Accounting Services, PC 801 E Campbell Rd, Ste 335 Richardson, TX 75081 Phone: (469) 208-7900 Direct: (469) 458-0518 Fax: (469) 728-2828 MWiseman@wisemanacctg.com https://wisemanacctg.com/ Patricia D. Laub FBT Gibbons 301 East Fourth Street Suite 3300 Cincinnati, OH 45202 Phone: (513) 651-6725 Fax: (513) 651-6981 PLaub@fbtlaw.comFrank Burns Carr, Riggs & Ingram 12400 Coit Rd Ste 1000 Dallas, TX 75251 Phone: (972)-239-4699 Fax: 972-239-4799 fburns@criadv.com https://www.criadv.com/ Wayne P. Powell, CPA Stokes and Powell CPA’s, LLC 3740 N Josey Lane Suite 118 Carrollton, TX 75007 Phone: (972) 492-0744 wayne@sandpcpas.com https://www.stokespowell.com/ Craig Hausz Managing Partner CMH Advisors 17304 Preston Road, Suite 1350 Dallas, TX 75252 214-692-5878 craig@hauszcpa.com http://cpataxteam.com/
- [Weekly Market Commentary Videos for Investors](https://themcgowangroup.com/video-reports/): The unique NetWorth Radio broadcast provides meaning to investors by delving deep into the most important headlines. By popular demand, Spencer McGowan now broadcasts his weekly Advance Report Radio shows in video format. Check back each week for the latest financial news and insights!
- [Preston Lane](https://themcgowangroup.com/meet-the-team/preston-lane/): Preston Lane is Director of Client Relations with The McGowanGroup and is a graduate of Texas Tech University.
- [Fee-Only Registered Investment Advisor (RIA) in Dallas, TX](https://themcgowangroup.com/registered-investment-advisor/): At the McGowanGroup, we understand that navigating the Investment Strategy and Wealth Management industry can be tricky. Registered Investment Advisors are known by a variety of names and they all seem to provide different services. Our goal, however, is provide education and clarity to our clients and that starts with explaining the difference between Registered Investment Advisors and Broker-Dealers.
- [Dallas Asset Management Firm Serving High-Net-Worth Families](https://themcgowangroup.com/asset-management-mission/): McGowanGroup Asset Management (MGAM) is a Dallas-based wealth and asset management firm committed to providing experienced wealth management and personalized investment planning solutions to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service.
- [Our Clients](https://themcgowangroup.com/our-clients/): As an executive, your responsibilities involve a wide range of financial decisions. Many of these decisions deal directly with your business’s wellbeing, while others may involve your own personal liability and wealth management. We provide high net worth management services for executives in businesses of all sizes to include:
- [Investment Management](https://themcgowangroup.com/wealth-management-services/investment-management/): MGAM’s Investment Plan is built with cash flow projections that coordinate additions and withdrawals with the enhanced reliability of investment cash flows.  The purpose is to build portfolio reliability and harmony with the objectives of each family. Each investment plan follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation.
- [Frequently Asked Questions](https://themcgowangroup.com/frequently-asked-questions/): The Investment plan is delivered by email during the initial fact finding appointment along with an in-person comprehensive educational notebook.
- [Karen Duckworth](https://themcgowangroup.com/meet-the-team/karen-duckworth/): Prior to joining The McGowanGroup, she worked as the Operations Specialist for a leading provider of ETF seed capital. Additionally, they also provided other key services to both Intuitional Investors and Wealth Management clients. Her background also includes Agency Trading and Principal Market Making. Karen has also served on the Board for The Dallas Securities Traders Association.
- [Joyce Cheng](https://themcgowangroup.com/meet-the-team/joyce-cheng/): Joyce Cheng, a graduate of Southern Methodist University, serves as Chief of Staff at McGowanGroup. With over eight years of wealth management industry experience, she drives strategic initiatives, optimizes client and advisor operations, and unites teams to streamline complex projects. Joyce plays a pivotal role in enhancing client service, supporting business growth, and ensuring operational excellence across the organization.
- [Harrison Smith](https://themcgowangroup.com/meet-the-team/harrison-smith-client-support/): Harrison Smith graduated from Texas Tech University where he received his Bachelor of Science in Personal Financial Planning with a minor in Economics. He currently serves as Wealth Manager, where he supports our client’s quarterly reviews and he administers important account maintenance as needed. Harrison also maintains a seamless transfer of superior research and market insight to the team and clients of The McGowanGroup.
- [Request A NetWorth Radio Package](https://themcgowangroup.com/request-a-networth-radio-package/): <a href="http://themcgowangroup.formstack.com/forms/untitled_form3" title="Online Form">Online Form - Request a NetWorth Radio Package</a>
- [CashFlow Units](https://themcgowangroup.com/cashflow-units/): The MGAM CashFlow Units discipline seeks to deliver high current income and capital appreciation above inflation.
- [New Client Questionnaire](https://themcgowangroup.com/new-client-questionnaire/): Online Form - Preliminary Questionnaire
- [NetWorth Radio: Dallas Business Leader Interviews](https://themcgowangroup.com/interviews/)
- [Education Series](https://themcgowangroup.com/education-series/)
- [Stephen Norris](https://themcgowangroup.com/meet-the-team/stephen-norris-clearing-industry/): Stephen brings with him almost 19 years of experience in the financial services industry. Prior to joining McGowanGroup Asset Management, Stephen worked at two clearing firms, Penson Financial Services, and Apex Clearing Corp, on the Trading desk where he dealt in Fixed Income, Equity and Foreign Exchange. Stephen’s experiences in the clearing industry allow him to see trades through from beginning to end and handle any pair-offs or settlement issues.
- [Alex Tollen, CPWA® – President, McGowanGroup Asset Management](https://themcgowangroup.com/meet-the-team/alexander-g-tollen/): Alex brings with him over 30 years of experience in the financial services industry. In 2013 he earned the designation of Certified Private Wealth Advisor® delivered by Investment Management Consultants Association (IMCA) at The University of Chicago Booth School of Business. He serves as a client advocate and advanced solutions specialist responsible for outreach and development. Prior to joining McGowanGroup Asset Management, he served as Director of Client Relationship Consulting for 1st Global Capital Corp., responsible for client advocacy and creating efficiencies for firms with combined assets over $900 million. Alex has also served as an institutional trader and market maker with specialties in equity market structure and execution of strategic initiatives.
- [Andrew Orton](https://themcgowangroup.com/meet-the-team/andrew-orton-wealth-advisor/): With over 30 years of financial services experience, Andrew serves to empower clients and prospective clients through education and development. His primary role is research but also is responsible for the onboarding of new clients and trading. In 2013 he earned the designation of Certified Private Wealth Advisor® delivered by Investment Management Consultants Association (IMCA) at The University of Chicago Booth School of Business. Prior to joining McGowanGroup Asset Management, Andrew was a branch manager for GunnAllen Financial and also worked as a market maker. Andrew earned a bachelor’s degree in Finance from Arizona State University.
- [Spencer McGowan, CIMA® – Chief Executive Officer, McGowanGroup Asset Management](https://themcgowangroup.com/meet-the-team/spencer-mcgowan/): When families come to Spencer McGowan, they are usually not looking for a basic investment account. They are looking for someone who can help them think through income, risk, taxes, liquidity, legacy planning, and the decisions that come with serious wealth.
- [The McGowanGroup Team Members](https://themcgowangroup.com/meet-the-team/): We are committed to providing experienced wealth management and personalized investment planning solutions.
- [Key Disclosure/Definitions](https://themcgowangroup.com/key-disclosure-definitions/): McGowanGroup Asset Management, Inc. is a Federally Registered Investment Advisory Firm utilizing Pershing LLC, a BNY Mellon Company for asset custody.
- [Social Media Guidelines](https://themcgowangroup.com/social-media-guidelines/): Welcome to the McGowanGroup Asset Management, Inc. social media guidelines page! Got something you want to discuss? Feel free to comment or share an opinion. And, while we love to hear from you, keep in mind we’re part of a regulated industry with some pretty strict rules on replying to comments and having dialogues in these types of forums so if you don’t hear from us, or we remove posts because they’re inaccurate or don’t meet certain requirements – don’t take it personally, we’re just playing by the rules. We think that’s fair. Hopefully you agree.
- [Contact Us](https://themcgowangroup.com/contact-us/): Schedule An Appointment Today First Name*Last Name*Phone*Email* I want to address: Saving for Retirement Transitioning into Retirement Creating Cash Flow in Retirement Leaving a Legacy Saving for College MGAM Tax Free Trading Package Other I am interested in learning more about: Municipal Bonds Exchange Traded Funds Closed and Open Ended Mutual Funds Corporate Bonds Individual Equities Annuities CD's/Money Markets Options Please let us know what you value in your advisor? Portfolio Performance Service Self-Directed Investing Client Education Account Reviews Please tell us how you heard about the McGowanGroup: NetWorth Radio Show Friend or Family Web Search LinkedIn Other Other comments
- [NetWorth Radio Series](https://themcgowangroup.com/nwr-radio/): The unique NetWorth Radio broadcast provides meaning to investors by delving deep into the most important headlines.
- [Wealth Management Services in Dallas, TX](https://themcgowangroup.com/wealth-management-services/): McGowanGroup Asset Management (MGAM) believes that every client benefits from a plan that assists in meeting their financial goals. More than a registered investment advisor, our wealth management firm analyzes the entire financial health of our clients. We are independent advisors based in Dallas Fort Worth with no other affiliation and utilize a transparent asset based fee-only  model  for compensation. Our team of wealth advisors will make recommendations to improve cash flow, provide estate recommendations and recommendations designed to maintain top wealth for generations.

## Categories