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Our Mission

CLASSIC SERVICE IS NOT A LOST ART, IT IS AN ART IN ITSELF.
IN FACT, WE MAKE IT OUR MISSION TO PROVE THAT TO YOU EVERY TIME YOU COME IN CONTACT WITH US.

We know that to maintain excellent relationships with our customers, we must not match, but exceed your expectations. In order to do that, we maintain our relationships inside the walls of Tolleson Wealth Management as well. We begin with clear lines of communication and a rich understanding of each client’s need and desires. We understand that it requires a massive amount of trust for a client to turn over the responsibility of managing their wealth.

While providing first-class service is a key component of our culture, it is only one of the four key values that the firm is based on. The other three components include integrity, teamwork, and excellence.

But it’s more than just the four key values that make us unique. Many wealth management firms can offer what they know. For us, this is our life’s work. It’s far more than just a job-it’s in our DNA. It is a craft, to which we’ve applied years of finely honed skills. We understand all of your needs because of one simple premise: We share your values; therefore, we have a vested interest in providing you with all the benefits you deserve.

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Tolleson Wealth Management Investment products are not FDIC insured, may lose value and are not bank guaranteed.
Tolleson Private Bank, Member FDIC. Equal Housing Lender
© 2014 Tolleson Wealth Management. All rights reserved.