Core Purpose

DRIVEN BY OUR PASSION FOR WEALTH MANAGEMENT, WE STRIVE TO ACHIEVE EXCEPTIONAL RESULTS FOR OUR CLIENTS AND PROVIDE AN UNRIVALED EXPERIENCE WHILE SERVING THEIR BEST INTERESTS.

OUR VISION IS TO BE THE PREMIER WEALTH MANAGEMENT FIRM, WHILE MAINTAINING OUR UNCOMPROMISING VALUES

OUR CORE VALUES:

CLIENT SERVICE

We are client-centric, proactive, professional, and friendly, always going above and beyond to service our clients. Each employee lives by a set of personal values in regard to client service. They are:

  • I go the “extra mile” for my clients
  • I exhibit passion and energy for my responsibilities
  • I am respectful, courteous, helpful and positive when dealing with clients and the team

TEAMWORK

We work together to grow and develop a positive, challenging, and fun culture that provides significant career opportunities, inspired by our collective achievements and potential for continued success. No matter what, teamwork comes first. Every employee takes teamwork as seriously as we do your business. Some of these personal individual philosophies are:

  • I proactively seek opportunities to help, teach, and mentor others
  • I am accountable to my client, my team, and the firm
  • I regularly communicate with my team to meet all deadlines and commitments

EXCELLENCE

We produce exceptional work and stand for nothing less than impeccable quality across the wealth management, investment, and banking spectrum. Above all, excellence is what sets us apart at Tolleson Wealth Management, and we have personal mantras that we say and believe so great work is done daily. These are:

  • I produce work that is thorough and accurate
  • I seek out ways to be creative and innovative, and to improve what we do and how we do it- and to communicate my ideas
  • I take the time to learn and research information to produce exceptional results

INTEGRITY

We are ethical and values driven, serving our client’s best interests and protecting their assets without conflict in a confidential manner.

  • I keep our client and firm information in strict confidence
  • I comply with all firm and regulatory policies and procedures
  • I align my success with my clients’ success and the firm’s success