Welcome to CMH
Wealth Management
We started CMH Wealth Management in 2017 to help individuals and families plan for the future, grow their wealth, and, most importantly, feel secure in their finances. We saw that most other wealth management firms only helped client’s with a portion of their financial needs, and wanted to provide clients a better option.
We’d love the opportunity to talk to you about your financial goals and help you develop a plan to make those goals a reality.
- Craig Hausz
Our Approach
How We're Different from Other Wealth Management Firms
Holistic Financial Services
Seamless Implementation
Maximized Tax Efficiency
At CMH Wealth Management, we take a comprehensive approach to meeting our clients' needs. Beyond overarching financial planning, we actively assist clients in implementing and managing their financial strategies to ensure progress towards their goals. Alongside our partner CPA firm, CMH Advisors, we provide comprehensive financial solutions encompassing financial planning, investment management, accounting, and tax advisory services. Our aim is to optimize your investments and financial decisions for tax efficiency.
Serving North Dallas & Beyond
We’re proudly located in North Dallas serving our local communities as well as clients nationwide.
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North Dallas
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Addison
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Plano
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Richardson
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and beyond
“They not only have my best financial interests but also my personal wellbeing at heart”
CMH provides high quality and timely services. Communication throughout the year ensures that there are no surprises. From my first meeting with Craig and Ian in 2022, I have felt complete trust that they not only have my best financial interests but also my personal wellbeing at heart. As they are my wealth managers as well as providing tax preparation, I am confident that both sides of their business have a complete picture and can act from a full base of knowledge.
- Sarah Shlakman
Meet The Advisory Team
Craig Hausz, CPA, CFP®
Ian Richards, CPA
Michelle Hausz, CPA
Kaitlin Faulhaber
Brittany Field
Embrace Your Future with Expert Financial Guidance
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Gain a comprehensive understanding of your financial landscape through a thorough, holistic analysis
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Receive proactive guidance to help you live comfortably and achieve your goals
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Work with an integrated team of financial planners and CPAs
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Make smart management decisions to maximize wealth and minimize spend
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Gain peace of mind knowing that your portfolio is being expertly managed
Embrace Your Future with Expert Financial Guidance
-
Gain a comprehensive understanding of your financial landscape through a thorough, holistic analysis
-
Receive proactive guidance to help you live comfortably and achieve your goals
-
Work with an integrated team of financial planners and CPAs
-
Make smart management decisions to maximize wealth and minimize spend
-
Gain peace of mind knowing that your portfolio is being expertly managed