#USA #Fort Worth #Retirement Planning #Higginbotham #Two West Capital

Higginbotham Expands Retirement Services Through Strategic Partnership with Two West Capital Advisors

Higginbotham, a prominent employee-owned insurance and financial services firm based in Texas, has made a significant move to enhance its retirement planning and wealth management division. In a recent announcement, the company has partnered with Two West Capital Advisors, a Kansas City-based specialist firm dedicated to retirement plan consulting and wealth management for middle-market businesses. This collaboration aims to leverage Two West's established expertise and scalable platform in order to better serve clients seeking retirement solutions.

The Chairman and CEO of Higginbotham, Rusty Reid, expressed enthusiasm about the alliance, noting, "Bringing the Two West team on board immediately elevates our capabilities in the retirement space." Reid emphasized that the shared values and business philosophies between the two firms are foundational to the partnership, ensuring a seamless integration of operations.

Founded in 2010, Two West Capital Advisors has built a reputation for providing specialized retirement services tailored to the needs of small and medium-sized businesses. The firm’s CEO, Marko Ungashick, highlighted their mission of delivering comprehensive retirement guidance, stating, "We focused on serving the needs of middle-market employers who often lack access to specialized knowledge and fiduciary investment strategies."

This focus makes Higginbotham a fitting partner, as both organizations are committed to enhancing the service offerings for mid-sized clients. Unlike many firms that primarily service larger corporations, Two West was designed from the ground up to cater to the middle market, a philosophy that resonates deeply with Higginbotham's own approach to business.

A Partnership Built on Collaboration

What sets this partnership apart is the intent from both sides to build and grow collaboratively. Unlike many acquisitions where one firm imposes its systems and practices on another, Higginbotham approached Two West with an openness to listen and understand their operations. Ungashick noted, "Higginbotham didn’t come in wanting to talk; they wanted to listen to our team and our system."

As part of the partnership, Two West will maintain its home base in Kansas City, continuing to serve its existing client relationships while expanding its reach with the backing of Higginbotham’s extensive resources. The employees of Two West will also become employee-owners in the larger organization, further aligning incentives and fostering a culture of shared success.

Moreover, this collaboration will provide Two West with access to Higginbotham’s national footprint and extensive client base, enabling them to deliver their retirement planning services to a broader audience. With this integration, they aim to simplify the complex world of retirement planning for their clients, reflecting a longstanding commitment to client care.

Future Growth and Opportunities

According to Ungashick, the combination between Two West's specialized capabilities and Higginbotham's extensive infrastructure is poised to create a powerful synergy that will enhance their service offerings significantly. "This partnership is not just about merging our operations; it is about creating a new story for our combined clients and teammates," he stated.

Higginbotham, recognized as the 16th largest independent insurance brokerage in the United States in 2026, aims to build upon its client-first ethos by expanding its retirement and wealth management services through this collaboration. The firm has built its reputation on providing customized programs and superior customer service, and this partnership represents a strategic step in further enriching those offerings.

As they embark on this exciting journey together, both firms hold a shared commitment to invest in people and strive for excellence, making retirement solutions accessible to more businesses across the nation. By empowering middle-market employers with top-tier retirement planning and wealth management tools, Higginbotham and Two West are truly reshaping the future of retirement services in the industry.

In conclusion, Higginbotham’s partnership with Two West Capital Advisors marks a new chapter in enhancing retirement planning services. It brings together the strengths of both firms to deliver tailored solutions for middle-market businesses, ensuring they receive the professional guidance and support they need to achieve their retirement goals.