“Nothing is more rewarding than knowing our team continues
to make a difference after more than 40 years.”
— Randy Rodgers
At Rodgers, Thompson, Kight, Armstrong, Packer, we have a 40-year tradition of serving the wealth management needs of successful families in the greater Fort Worth community. With the experience and insight that comes from guiding our clients through all types of market cycles, we’ve provided consistent, durable advice—beyond investing—that has earned their confidence and a seat at their table for generations. We offer both a source of continuity and an ongoing commitment to their financial well-being.
Whether you’re pursuing a personal, family or business goal, we hope to be your trusted resource for simplifying your financial life and making well-informed decisions. When it comes to working with an advisory team, we know you have many choices. But, backed by the vast global resources of one of the world’s largest wealth management firms, our team has never been better positioned to help you protect those you love, the success you’ve achieved and the legacy you’ve earned.
“We want to help you feel confident about the future so you can
live the lifestyle you’ve earned.”
— Carla Thompson
Investment management for individuals, family offices and institutions
Investment management requires knowledge, experience and rigorous discipline. The depth of our experience and a disciplined process enables us to manage portfolios in the most unpredictable markets.
Everything we learn about you and your ambitions informs our investment recommendations and enables us to fine tune our allocations based on your goals and tolerance for risk. Our manager selection criteria are strict. We identify talented managers early and continue to monitor them and their work over time. We believe it’s our due diligence that continues to earn our clients’ trust and confidence in our ability to design and execute the right strategy for their needs.
“Demystifying the complex world of investing is one of our
most important goals.”
— Alexander Armstrong
We look beyond your portfolio
Even though we are experienced portfolio managers, our advice has always reached well beyond our clients’ investments. In fact, we have always considered ourselves comprehensive “wealth managers” not stockbrokers. We look at your life to understand all the financial forces at work within your overall wealth picture.
To make the right decisions you need to ask the right questions. And because your life keeps changing, we keep on asking. What are the factors that could affect your ability to grow and protect your wealth? Will they impact your retirement and legacy goals? Most important, how can we help you plan better to pursue what’s most important to you? Together, we can find the answers.
“We work as a true team. Our collaboration strengthens our relationships
and our advice.”
— Kyle Kight
To us, the greater our collaboration with you and each other, the better we can address your needs. We intentionally structure our team by wealth management background and experience to ensure that all of your needs are well-served. Our five Client Service Associates are integral to our relationships and to helping us create a family office experience that meets every expectation—from attentively responding to your needs and concerns to anticipating issues to timely communication and troubleshooting.
As Fort Worth natives with a long-standing presence in our community, we’ve dedicated ourselves to giving back to the local causes and organizations that mean so much to all of us. Because we never waver from doing the right thing—for you and your family—our friends become clients. Our clients become friends—for life.
“Our friends become clients. Our clients become friends—for life.”
— Jamie Packer