Our Team, Your Legacy
C3 Financial Partners
At C3 Financial Partners, we combine decades of experience with personalized service to help clients build, protect, and transfer their wealth. As a leading wealth management firm, we specialize in financial planning in Texas with a focus on charitable gift planning, high net worth estate planning, and wealth preservation strategies. Our estate planning advisors in Dallas create customized solutions for philanthropic planning, CLAT trusts, long-term care coverage, and investment options for high income earners. Whether you are focused on generational wealth management, international tax planning, or retirement planning, our goal is to be your trusted partner in achieving lasting financial success.
Todd S. Healy
Founder
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
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Carolyn J. Smith
Senior Partner
Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
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