Serving Plano
Financial Advisor in Plano, Texas
Serving Plano executives, tech professionals, and growing families with fiduciary wealth management and performance partnership options.
Our Services
Wealth Management for Plano Families
Financial Planning
Comprehensive planning covering retirement, tax optimization, estate coordination, and more.
Portfolio Management
Active portfolio management tailored to your risk tolerance, time horizon, and financial goals.
Retirement Planning
Social Security optimization, withdrawal strategies, and income planning for a confident retirement.
Fee Models
Choose How You Work With Us
Wealth Management
Annual fee on assets under management
Comprehensive financial planning with portfolio management, tax strategies, and ongoing reviews. Available to all clients.
Performance Partnership
Performance fee on gains above hurdle rate. 0% management fee.
True alignment of interests. We earn only when your portfolio exceeds the hurdle rate. High-water mark and hurdle rate protection. For qualified clients.
About Your Advisor
J. Winston Booth, CEBS
J. Winston Booth founded Bancroft Booth Capital Advisors to bring institutional-grade risk management to individual investors. A University of Texas at Austin graduate having passed the Series 7, Series 24, Series 66 exams, he serves clients across North Texas from the firm's office in Royse City, TX.
Trusted by families across North Texas
While our office is located in Royse City, we serve clients throughout the North Texas region including Dallas, Rockwall, Royse City, and surrounding communities. Virtual meetings are always available.
106 E Main St Suite 102, Royse City, TX 75189
Ready to start a conversation?
Schedule a complimentary consultation to discuss your financial goals with a fiduciary advisor serving Plano and the surrounding area.