Our Values

• Simplification: We work to simplify complex strategies and ideas.
• Unique Ability: We align team member strengths with roles and responsibilities. This can create longevity for team members and client relationships.
• Collaboration and Teamwork: The team works together to deliver a proactive and holistic experience for clients.
• Always Learning and Growing: We learn from experience, are open to new ideas, and try to grow personally and professionally.
  

Areas of focus

• Retirement Planning Strategies
• Retirement Income Strategies
• Tax Planning Strategies
• Wealth Preservation Strategies
• Estate Planning Strategies
• Women's Financial Strategies
• Business Retirement Plans
• Charitable Giving
• Investments
• Insurance
• Retirement Plan Distribution
• Small Business
• Investment Management
• Saving for Education
• Intergenerational Planning
• Executive Compensation and Benefit Strategies
• Social Security Retirement Benefits

Awards & recognition

• Richard Brent Dvorak, Forbes Best-in-State Wealth Advisors, 2021-2024
• Discovery Point Wealth Advisors, Ameriprise Client Experience Award, 2021
• Richard Brent Dvorak, Ameriprise Ultimate Digital Excellence Award, 2021-2023
• Richard Brent Dvorak, Ameriprise Chairman's Advisory Council, 2021-2024
• Richard Brent Dvorak, Ameriprise Circle of Success, 2011-2023

Community participation

Richard volunteering at his church for the monthly food pantry, 2023

• The Bridge Over Troubled Waters
• Clear Creek Education Foundation
• Clear Creek Community Church
• Space Center Rotary Club
• St. Stephens Episcopal School
• Mini Free Pantry Movement
• Little Free Library
• League City Animal Shelter