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About Us

Cedar Gap Wealth Management is an independent private wealth management team,

concentrating on helping our clients pursue and achieve the financial objectives needed to fulfill their life goals.
Our clients range from self‑made business owners to corporate executives and entrepreneurs to retirees. They’re in Oil & Gas, Farming & Ranching, Healthcare, and more. We work with individuals and multi‑generational families. Some come from a heritage of wealth, while others are just beginning to accumulate their fortune.

All our clients have one thing in common:

A desire to ensure their wealth is properly managed for the future.

To understand the intricacies of what each client sees as their long‑term life goals, we look to build a personal and professional relationship where we focus on their best interests by delivering:

We put the time and effort into meeting with them for face‑to‑face conversations.

We offer the experience of our 30+ years in financial services and the expertise of our industry designations for financial planning. But it’s the trust we share that matters most.

By proving to be reliable, objective advisors, we give our clients the confidence to move ahead on their personal path towards a successful financial future.

Open & Honest communication

Experience & Expertise

Trust & Reliability

Open & Honest communication

We put the time and effort into meeting with them for face‑to‑face conversations.

Experience & Expertise

We offer the experience of our 30+ years in financial services and the expertise of our industry designations for financial planning. But it’s the trust we share that matters most.

Trust & Reliability

By proving to be reliable, objective advisors, we give our clients the confidence to move ahead on their personal path towards a successful financial future.

You know your current situation. You know the outcome you’d like to achieve. We will work with you to build the plan that connects you from today to your goals.

Contact us