Broker Check
Client Login

About Us
Serving Clients with Innovative Excellence

WealthMetrix was founded in the Dallas/Fort Worth area to be a financial guide for individuals, families and business owners in a thriving, innovative metroplex. Our firm is built on a commitment to excellence, integrity, and personalized service. We understand that financial planning is a balancing act between the life you want to create and the steps you take to get there, and are ready to give you clarity on the path ahead.

Meet the Team

We understand what it takes to have a multigenerational approach to planning. Our firm combines decades of experience with fresh, innovative perspectives, ensuring that we cater to clients at every life stage and guide them to make decisions that can positively impact generations.

Tom Maikowski

Tom Maikowski

Co-Founder, Financial Advisor

(972) 267-7526

Brett Maikowski

Brett Maikowski, CFP®

Co-Founder, Financial Planner

(972) 267-7526

Our Dedication to You

We apply these values to the work we do every day to maintain the accuracy and quality of the services we provide.

Multi-Generational

Multi-Generational

Our firm and clients understand and appreciate the legacy and mindset that a multi-generational perspective brings. We care about helping you and your family achieve financial goals today and in the future.

Holistic

Holistic

Our team has a broad view of all that affects your wealth picture, from taxes and insurance to estate and legacy. Our network of professionals provides a comprehensive experience to help you meet every one of your financial objectives.

Innovative

Innovative

We connect you with tested tools and platforms to help you understand your financial health metrics. As a result, you can get a better look at your overall wealth picture and have clarity on the right steps to take.

Experience

Experience

We have been in this business for many years, seeing market ups and downs, along with high-impact world events. We have walked our clients through critical financial decisions and tailored retirement plans since 1984.

Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Our Process

Our six-step process is designed to provide structure to your financial plan so you always know the next step.

Discover the Steps

Who We Serve

We’re here to guide individuals, families and business owners as they pursue their unique financial goals.

Explore Our Clients

Our Locations

Our firm balances tradition and experience with innovation and forward-thinking to provide excellent strategies.

Explore Locations