Carlton Hofferkamp & Jenks

At Carlton, Hofferkamp & Jenks Wealth Management, we are a fee-only registered investment advisory firm committed to delivering exceptional service and personalized attention to every client. As a truly independent firm, we are not affiliated with any financial institution, allowing us to maintain our focus solely on our clients' success.

Our Team

Our team of experienced professionals has been tested through numerous market cycles and periods of volatility, including the Asian Crisis, the DotCom Crash, and the Housing Bubble and Credit Crisis. Through these experiences, we have developed a deep understanding of the importance of proactive and forward-looking investment management. Our team's collective knowledge and expertise enable us to provide guidance and protection to our clients throughout even the most challenging market environments.

Our Approach

At Carlton, Hofferkamp & Jenks Wealth Management, we take ownership of the matters entrusted to us by each of our clients. We understand the hard work and dedication that goes into acquiring wealth, and it is our top priority to protect it. Our investment management approach is proactive and forward-looking, with a focus on making tactical adjustments as the markets evolve. We pride ourselves on personalized service, with each client's portfolio tailored to their unique goals and risk tolerance. Our process is centered around in-house portfolio management, ensuring cost-effectiveness and tax efficiencies for our clients.

Retirement Planning

Entering or nearing retirement can be a daunting experience, often with concerns about depleting one's nest egg. At Carlton, Hofferkamp & Jenks Wealth Management, we believe that a realistic and achievable retirement plan is crucial to ensuring a comfortable and stress-free retirement. We start by emphasizing the importance of budgeting and living within one's means to ensure ample time for retirement assets to grow and keep up with inflation. Through our discovery and planning process, we help clients chart a course to a successful retirement, followed by the implementation of a tailored investment strategy designed to meet their goals and ensure a long and healthy retirement.

Business Owners - Selling Your Business?

As experienced consultants, we understand the intricacies of selling a business, having worked with numerous small business owners who have successfully navigated this process. When considering selling your business, it is essential to assemble a team of advisors to evaluate, structure, and complete the transaction. This team might include an estate planning attorney, business attorney, CPA, financial planner, and banker. We can help you assemble such a team, ensuring a smooth and successful transition.