Alison's Clientele

Over time, I have found my passions, talents and resources best serve professionals, entrepeneurs and retirees.  My clients tend to be individuals who have created their own wealth and want to preserve and transition their wealth and values to future generations.  They are passionate about positively impacting the lives of their loved ones, themselves or their community, often in ways that change the world.  

Additionally, our DeZavala location is intentionally private and was selected to meet the needs of our high-profile clients. Alison's systems are designed to accommodate our out of state clientele, approximately 50% of our clients do not live in San Antonio and the surrounding area, but are located throughout the U.S.

Our clients are brilliant, energetic, down to earth, honest, to the point and are just fun to be around. They think big, expect a lot and want an adviser that understands who they are at the core.

Why is Alison so exclusive?

We are exclusive because our clients are individuals who want someone to really know who they are, what makes them tick and what they want for their life and their legacy. Our clients desire a quarterback to facilitate a planning process to make their objectives happen in a manner that is not overwhelming. Because this requires in depth and comprehensive service, we limit the number of new clients to 2 to 3 per month, so we can give adequate attention to new and existing clientele.

Just as clients desire working with advisers who are knowledgeable, ethical and compatible in style to assist with their life’s work; I too am selective with whom I work because this is my life’s work and my reputation – therefore we only work with people who are ethical, honest about themselves, care about their future, and want to create a legacy for future generations and/or charitable interests that make a significant impact in the world.  

You can assure those you refer, that only after we interview each other and mutually agree that a “fit” exists, would we engage services, so they need not be worried about any obligation when they call to set up an initial appointment. Approximately 90% of our new clients are referred by existing clients and other advisers, and 10% are new clients by invitation. Since we are referral only, please have your friends and family you refer to us mention that you referred them. Thank you.