OVER THE LONG TERM.
WE DO NOT PURSUE ONE INVESTMENT STRATEGY; WE CRAFT ONE TO FIT YOUR UNIQUE CIRCUMSTANCES. WE ALWAYS PUT WEALTH PROTECTION FIRST. DUE IN LARGE PART TO THE SUBSTANTIAL CAPITAL WE OVERSEE, YOU WILL HAVE ACCESS TO EXCEPTIONAL FINANCIAL RESOURCES NOT OFTEN AVAILABLE TO INDIVIDUALS IN THE GENERAL MARKET.
Tolleson Wealth Management is composed of specialists who work as a team to craft an individualized strategy for you. One of the most important things for you to know is that we are independent advisors, so we have no outside interests and no affiliations with special interest groups. Our focus is you and only you.
Each client is served by a dedicated team, led by a seasoned wealth management expert. You may call any member of your service team, at any time, with questions. Your team represents several areas of expertise, including investment management, tax planning, estate and gift planning, risk management and insurance, cash management, and special services. We leverage our decades of expertise to assemble a core group of service providers and coordinate their roles. We've found this approach assures strategic wealth management and uncommonly responsive service.
“Once our clients experience the commitment we have in guiding them through all the areas which affect their wealth, we go from being simply a wealth management firm, to being a trusted advisor who, they feel, is integral to their life. Many clients speak quite passionately to me about how much they appreciate all we do for them and their families, and the peace of mind we provide. They are confident that we are focused only on the best interests of their families... because we are”
Richard Joyner – President and CEO of Tolleson Private Wealth Management