We know that to maintain excellent relationships with our customers, we do not want to only match your expectations, but to exceed them. We prioritize maintaining our relationships inside the walls of Tolleson Wealth Management and begin with clear lines of communication and a rich understanding of each client’s need and desires. We also understand that it requires a massive amount of trust for a client to turn over the responsibility of managing their wealth.
At Tolleson Wealth Management, we believe in the level of service we provide. We communicate our dedication to our clients and the service we provide through our overarching purpose:
To ease the burden of wealth for families we serve.
While providing our best service to clients is a key component of our culture, it is only one of the four key values that the firm is based on. We also uphold integrity, teamwork and excellence as part of the meaningful values we live by.
Nothing is more important than doing the right thing.
The art of gracious, genuine service springs from respect and trust.
Never, ever settle for anything less.
“We” comes first. “I” comes last.
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.