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Financial Gravity Companies, Inc. is a publicly owned investment manager. Through its subsidiaries, it provides wealth management, family office services, risk management, asset management, retirement planning, risk mitigation, estate planning, business development solutions, business and personal tax planning, marketing services, administrative support, tax compliance and strategic tax planning, compliance and legal, legal services, business consulting and financial advisor services. The firm online portal provides technical training, client-facing tax planning materials, implementation guides, education and coaching. Financial Gravity Companies, Inc. was founded in 2005 and is based in Lakeway, Texas.
Name | Age | Since | Title |
---|---|---|---|
Scott Christopher Winters | 50 | 2019 | Executive Chairman |
Jennifer Winters | 50 | 2020 | Secretary, Executive VP, COO & Board Member |
William R. Nelson | 50 | - | Chief Investment Officer, Sofos CEO & Board Member |
Edward A. Lyon | 57 | 2015 | Chief Tax Strategist, TMN CEO & Board Member |
John David Pollock | 55 | - | Executive Vice President of Sales, MPath CEO & Board Member |
Edward A. Lyon | 60 | 2015 | Chief Tax Strategist & Director |
John David Pollock | 58 | 2016 | Co-Founder & Co-Chairman |
William R. Nelson | 54 | 2019 | Chief Investment Officer & Director |
Jennifer Winters | 54 | 2019 | COO & Director |
Scott Christopher Winters | 55 | 2019 | Co-Chairman & CEO |
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