Wealth || Values
TIME TO ALIGN
We help our clients align their wealth with their deeply held values...
Two Pillars Asset Management specializes in values-based financial planning and investing.
We agree with our country’s Founding Fathers:
“We hold these Truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the Pursuit of Happiness.”
As such, we prefer investments in companies that protect our families, our way of life, and that promote Liberty, National Security, & Traditional American Values:
God – Family – Country
Independent | Fiduciary | Fee-Only
Two Pillars is an independent registered investment advisory firm. There is no parent company that we answer to, which provides for the prioritization of clients and freedom of financial product choice for our clients.
Two Pillars is a fiduciary. We are legally and morally required to always put the needs of our clients first - without exception.
Two Pillars is fee-only. We do not generate commissions from selling products of any kind. Just like other professionals and specialists, who are paid for their experience and expertise, our fees are generated solely from the hourly advice given to our clients who in turn pay us directly, or from the assets that we manage for them on a discretionary basis.
Our Story
Carlos Lopez Jr., NSIC, CKA® is the steward of Two Pillars Asset Management, which was established in 2019 in Frisco, Texas. He is a certified National Security Investment Consultant and Kingdom Advisor. He began his investment career in 1994 after graduating from NYU - Stern School of Business (B.S. – Economics, Finance) and went on to serve the institutional investment management community for twenty years. Today, he enjoys helping affluent investors and households reach their values-driven wealth management goals.
Our Services
Financial Planning
We strongly believe that financial planning is foundational to achieving your financial goals. We can help you live life on purpose by building your financial plan. It is the key to working with us. Partner with Two Pillars to serve as your Wealth Navigator to help take your wishes from being just daydreams to clearly defined goals. Where do you want your financial roadmap to take you? Schedule Your Complimentary Financial Roadmap Session Today!
Basic Estate Planning
An Estate Plan fulfills the legacy of a Financial Plan when you are gone. It could also help create peace of mind that you have wisely planned for your heirs and other charitable objectives.
Our goal is to provide a simple and secure solution for your future. We are proud to offer a cost-effective online estate planning solution.
Values Aligned Investing
LIBERTY | SECURITY | VALUES
We seek to identify companies that engage in business activities that contribute to:
The promotion of Liberty and traditional American Values
The protection of our families, as well as, national and state Security
We prefer strong & stable companies that remain neutral on social issues and who focus on deploying their capital efficiently on their core competencies and processes.
We believe that these types of companies should be core long-term holdings in our customized stock portfolios as they are most inclined to reap the benefits from sowing goodness into our society.
Those companies who do otherwise, we consider weaker investment opportunities that should be avoided as they are not aligned with our investment thesis in the long run. As a result, on a best-efforts basis, we seek to avoid investments in leftist-leaning-woke-companies that are a threat to our nation. || NO MARXIST AGENDA. EVER.
