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      Confidential

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      Confidential reviews

      Great firm, work/life balance, career opportunity for long-term - Senior Wealth Advisor Confidential Employee Review

      5.0
      Jul 26, 2021
      Senior wealth advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Family focused senior management, encourages work/life balance while recognizing hard work and accomplishments of all employees

      Cons

      Lack of junior resources requires senior team members to take on time consuming administrative tasks, which distracts from core functional role

      Explore other reviews about Confidential

      5.0
      May 20, 2026
      Chief engineer
      Recommend
      CEO approval
      Business Outlook

      Pros

      Amazing place to work and innovate.

      Cons

      The office is in Dallas.

      4.0
      Jun 26, 2026
      Property manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Flexible schedule, autonomy, no day is the same

      Cons

      24/7 on-call mentality, work alone

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