Your partners in
disciplined investing.
We manage risk first—investing our own capital in the same strategies we use for our clients, so every decision reflects shared conviction and accountability.
What Sets Us Apart
We invest right beside you.
Your portfolio mirrors our own. That alignment builds trust, because the results that matter to you matter to us in equal measure. With decades of long-term performance, our team approaches every investment with the same discipline that guides our own capital.
recognition
Decades of experience. Enduring trust.
Forbes Recognition:
Forbes Best-in-State
Wealth Management (2023, 2024, 2025)
Individual Excellence:
Forbes Top Women
Wealth Advisors Best-in-State (2024, 2025)
Generational Trust:
Managing assets for families across multiple
generations
Long-Term Track Record:
26 years of partnership and consistency
Ann Connolly was recognized by Forbes with the Top Women Wealth Advisors Best-In-State award.
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
1.2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Your Partners in Wealth
Working as one, for you.
Every member of the Arrowhead team plays a distinct role, but our work is fully collaborative. We draw on decades of shared experience to manage portfolios, coordinate complex planning, and help deliver the kind of clarity that keeps clients confident through every market cycle. Our partnership—with each other and with our clients—has always been built on trust, consistency, and accountability.
Families We’re Honored to Serve
Those who invest
with purpose.
We serve clients throughout Texas and across the country who take an active role in their financial lives: business owners, executives, and families who want to understand what they own and why. Our role is to help bring structure and clarity to that process, aligning each portfolio and plan with long-term goals and personal priorities.
Business Owners & Entrepreneurs
You’ve built a successful business and need specialized strategies for managing concentrated positions, succession planning, and wealth transition.
Corporate Executives & Professionals
You work for leading companies and need help with restricted stock units, executive benefits, and tax-efficient strategies for concentrated equity positions.
Retirees & Pre-Retirees
You want to maintain your lifestyle without the stress of market volatility, needing income strategies that can adapt to changing needs.
Multigenerational Families
Your family has worked hard to build wealth and you want strategies that help preserve and transfer it efficiently to future generations.
Services That Matter
Consistency across
every strategy.
Every service we provide reflects the same disciplined approach that defines our investment philosophy. Whether managing portfolios, structuring financial plans, or coordinating complex wealth strategies, we focus on clarity, accountability, and long-term results that are designed to stand up across market cycles.
Investment Management
Conservative options strategies that can help reduce risk while maintaining growth potential through equally-weighted portfolios of high-quality individual stocks.
Financial Planning
Deep-dive discussions about your current situation and goals to create a roadmap that can adapt as your life changes.
Estate Planning Coordination
Collaborative planning to help structure and transfer wealth efficiently across generations.
Concentrated Stock Strategies
Specialized strategies for executives and business owners to help manage concentrated equity positions and help reduce single-stock risk.
The Partnership Difference
Experience that
speaks for itself.
For more than two decades, our Austin-based team has navigated market cycles and partnered with clients across Texas and beyond.
Aligned
Interests
We own the same stocks as our clients, keeping everyone on the same side of the table.
Generational
Experience
Managing wealth for families across multiple generations, from newborns to 106-year-old clients.
Comprehensive Risk Management
Conservative options strategies that helped clients throughout severe market volatility.
Time-Tested
Partnership
24 years of working together through multiple market cycles and firm transitions.
