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Patriot Wealth Management, Inc.
Distance: 0.6 Mi5847 San Felipe St Ste 200
77057-3290 Houston -
Legacy Asset Management Inc
Distance: 0.9 Mi1800 West Loop South Suite 1790
77027 Houston -
Ascension Capital Advisors Inc
Distance: 1.4 Mi1800 Bering Drive
77057 Houston -
Post Oak Investment Management
Distance: 1.3 Mi4265 San Felipe St Ste 1100
77027-2998 Houston -
Imago Therapy International
Distance: 1.7 Mi5773 Woodway Dr
77057-1501 Houston
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Description
After working for more than 30 years as a bank trust officer and executive , E. Deane Kanaly created Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it. The purpose of Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. His family members play a key role in the company. His wife , Ginger , served as the company’s bookkeeper in the early years and sits on the Board of Directors to this day. Deane and Ginger’s sons Steve , Jeff and Drew have grown with the business from its inception. After Deane's passing in 2006 Drew was elected Chairman of the Board of Kanaly Trust and Jeff was elected Chairman of the Board of The Kanaly Company, its holding company. Steve retired in 2008, but continues his involvement on Kanaly Trust's Board of Directors.