"Our mission is to provide our clients with effective guidance to pursue their  financial goals."

We are committed to helping our clients pursue their financial goals for themselves, their families and their businesses by providing them with strategies for asset growth, protection and transfer. As Fiduciaries, we want to inspire our clients to obtain protection for their health and motivate them to invest for their future. 

"Life planning is about defining your goals & putting them into action."

We want to provide our clients with confidence and a sense of security that long term financial planning assures. Our team at EKWM, understands how important each moment is with family and friends and would like to lend a helping hand as Fiduciaries.

Mike Kolacz CEP, CWS, LUTCF, RFC 

2600 Ridge Rd
Rockwall, TX 75087

Phone: (972) 771-9411 X303