W. D. Bass & Company is a full service financial planning firm established in 1998 as an outgrowth of a CPA firm to meet the total financial needs of our high net worth clients. Our goal is to provide clients with the information and guidance necessary to make sound financial decisions.
Investment Advisory Services offered through LJCooper Capital Management LLC., a Registered Investment Advisor. LJCooper Wealth Advisors is a branch office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc., a Broker/Dealer, Member FINRA/SIPC. DFPG and LJCooper Capital Management, LLC. are not affiliated. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The named Broker Dealer nor the named Investment Advisor offers tax or legal advice. Tax services offered through W.D. Bass & Company, DFPG Investments, Inc and W.D. Bass & Company are not affiliated.