- Five Star Wealth Manager award winner 2016-2017
- Top Tarrant County Wealth Management Companies award winner 2013, 2014, 2015
- Certified Wealth Strategist® (CWS®)
DAVID P. LITTLE OF LITTLE & ASSOCIATES WEALTH MANAGEMENT WINS FIVE STAR WEALTH MANAGER AWARD FOR THE SECOND YEAR IN A ROW
It is with great pleasure that Little & Associates Wealth Management announces that David P. Little has been awarded the 2017 Five Star Wealth Manager award. He has received this distinguished award for the second year in a row. David will be featured in a special section of the August issue of Texas Monthly magazine as a 2017 Five Star Wealth Management award winner. He will also be featured in The Wall Street Journal for his award from Five Star Professional in September 2017.
“Little & Associates Wealth Management, a multigenerational investment planning practice, began in 1982. We are based in Colleyville, Texas, where we are one of Tarrant County’s premier wealth management firms with over $108 million in assets. We work with a select group of affluent families and business owners and help them in building and preserving their wealth management plans over their lifetimes. Our team offers independent financial advice with exceptional service based upon trust, knowledge and putting the clients’ needs above all else,” says David P. Little.
In addition, David P. Little holds the Certified Wealth Strategist® (CWS) designation which he received in 2011. He was among the first 1,000 professionals nationwide obtaining the wealth management skill set of the future. Obtaining the CWS designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communications skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues.
“I am honored to be awarded the Five Star Wealth Manager award for the second year in a row. It shows our constant efforts toward business excellence are being recognized. Along with our dedication and commitment to our client’s financial needs, we build more than portfolios with our clients, we build lifelong relationships, says David.”
David P. Little
Telephone: at 817-494-9000