
SchlegelDunn LLC
SchlegelDunn LLC is a dynamic financial advisory firm specializing in tailored investment strategies and business consulting for high-net-worth individuals and corporate clients. Based in Plano, Texas, the firm combines innovative financial solutions with deep industry expertise to help clients navigate complex markets.
Their team focuses on asset allocation, risk management, and succession planning, ensuring clients achieve sustainable growth. With a commitment to transparency and integrity, SchlegelDunn LLC builds long-term relationships grounded in trust and results. Whether for personal wealth or corporate financial health, their proactive approach sets them apart.