A Tailored Method

@weareatm.com

We believe a life as unique as yours deserves a financial strategy that’s just as tailor-made. When we help you prepare for the future, we don’t just want you to save enough to survive in retirement—we want to show you how to transform your potential into performance. Our mission is to outline a path to your future that gets you exactly where you want to go in a way that works best for you. At A Tailored Method, you’re not just a number to us. We build personal relationships with our clients because we want each person to leave our office feeling heard, understood, and cared for. We have a fiduciary responsibility to our clients, meaning we act in your best interest, always. Every recommendation and solution we offer is with your unique needs in mind. Wyatt Coleman is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Wyatt Coleman is a Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2600 Network Blvd, suite 130, Frisco TX 75234. (214) 704-6995 Wyatt Coleman is not licensed in all jurisdictions. Neither A Tailored Method nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. A Tailored Method is not owned or operated by New York Life Insurance Company or its affiliates.

weareatm.com

A Tailored Method's Company Logos

A Tailored Method's Brand Colors

Hex Code

Color name

RGB

HSL

CMYK

#939393

Gray

147, 147, 147

0, 0, 58

0, 0, 0, 42

#E1DFDD

Westar

225, 223, 221

30, 6, 87

0, 1, 2, 12

#58463F

Kabul

88, 70, 63

17, 17, 30

0, 20, 28, 65

About A Tailored Method

A Tailored Method is a financial guidance firm based in Frisco, Texas, focused on helping individuals and families shape a financial future around their personal goals. The firm believes effective strategies should reflect each client’s circumstances and aspirations, and pairs customized guidance with education to help clients make informed decisions throughout life. Its services include financial planning, investment guidance, and tailored portfolio strategies designed to support wealth creation, preservation, and long-term goals.

The firm also works with insurance and investment products and offers a free portfolio risk analysis to help prospective clients assess their current financial situation. A Tailored Method emphasizes a consultative, individualized approach rather than a one-size-fits-all model, with guidance intended to help clients understand their financial picture and build a practical roadmap. The team serves clients in multiple states, subject to applicable licensing and service availability.

Based in Suite 130 at 2600 Network Drive, Frisco, the firm invites prospective clients to schedule a consultation