People hire us when they want independent and objective advice from a firm with a Certified Financial Planner and tax and business professionals that are not associated with a Wall Street brokerage firm, bank, insurance company, broker/dealer or any other financial entity.
Handling the financial affairs for families and businesses across 9 states and 4 countries, we seek to develop long-term partnerships with our clients, a commitment that often lasts for generations. We constantly strive to deliver a premium level of service and personalized attention through every stage of your growth and investment cycle.
Craig Narum, CFP® is the Principal of Trisperity Wealth Advisory Group. He has more than 25 years experience in wealth advisory, investment portfolio management, business and cash flow analysis, capital allocation and strategic decision-making.
Craig is a frequent contributor to the local media on money matters. He makes regular contributions on money matters to the Grand Lakes News and Katy Christian Magazine, and is a frequent speaker on financial planning topics for businesses, PTAs, industry trade groups and other organizations. He serves on the Board of Directors of the Kath Christian Chamber of Commerce, a member of the Financial Planning Association and is a Junior Achievement instructor.
Craig earned a Chemical Engineering degree, with distinction, from the University of Oklahoma in 1983.
For more information about Trisperity Wealth Advisory Group and how they can help your family or business, contact Craig Narum at 281-693-3777.
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