Heritage Asset Advisors

Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries. We offer clients a strategic approach to Merger & Acquisition advisory and Capital Raising Solutions. Our singular focus on the middle market allows us the opportunity to work closely with c

Stoeker Financial, a Certified Financial Planner professional, has been serving clients in Flower Mound, TX since 1984. With decades of experience, they provide expert financial planning services tailored to meet the unique needs of each individual client. Generated from their website's infomation

SpecialtiesWe not only help our clients discover their definition of financial success, we help them develop a strategy to work towards that definition. Whether that is developing an income plan for retirement or leaving a legacy for your family, we would love to learn more about you and your goals. As Independent financial advisors, we are not locked in to proprietary investments. We are free to use the investments and services that are the best for your situation. This allows us to work with a large stable of money managers and investment providers in the form of ETFs, mutual funds, annuities, and life insurance.