Resources

Our thoughts are with the police officers, their families and those affected by the tragedy in downtown Dallas on June 7. If you are interested in supporting the relief efforts, our Philanthropy Services Team has compiled information regarding the best ways to help and donate. Monetary donations through a qualified charity are the most efficient […]

Tolleson Wealth Management is named again to the Financial Times 300 Top Registered Investment Advisers (RIA). The list recognizes top independent RIA firms from across the U.S. Tolleson Wealth Management was the only RIA listed in Texas that specialized specifically in ultra-high net worth clients. FT assesses and selects 300 firms from more than 1,500 […]

Tolleson Wealth Management was featured at the second annual Dallas Business Journal awards celebration, which honored the 50 fastest growing companies in North Texas. Chief Financial Officer Tracie Klein accepted the award at the event on Thursday night at the Ritz-Carlton in Dallas. Image Source: http://www.bizjournals.com/

Caleb Brian, Senior Analyst on the Client Advisory Team, participated in the Carry the Load march honoring servicemen and women who sacrificed their lives serving their country. Carry the Load’s mission is to restore “the true meaning of Memorial Day.” “It was a very humbling experience overall,” Brian said. “It was incredible to watch entire […]

On Saturday, May 7, employees from Tolleson Wealth Management carpooled across Dallas visiting lemonade stands in support of Lemonade Day Dallas. According to its website, Lemonade Day “is a free, fun, experiential learning program that teaches youth how to start, own and operate their own business.” Tolleson Wealth Management sponsored a preliminary Capital for Kids […]

On February 25, employees spent the day at Junior Achievement (JA) of Dallas’ Finance Park helping to teach 65 eighth grade students about building and maintaining personal budgets. The Finance Park program consists of an interactive, real-world simulation that shows students how to manage monthly expenses such as rent/mortgage, car payments, insurance, savings, entertainment, groceries […]

In February 2001, Greg Hall and Mary Ledford walked into Tolleson Wealth Management together to start their first day as employees. Today, they walk through the same doors fifteen years later, bringing their expertise, leadership and memories. Although Tolleson Wealth Management has grown significantly since 2001, its core values and commitment to client service hasn’t […]

Our thoughts are with those affected by the tornadoes and severe weather that occurred in the Dallas-Fort Worth area on December 26. If you are interested in supporting the relief efforts, our Philanthropy Services Team has compiled information regarding the best ways to help and donate. To ensure that your charitable dollars will be used […]

To kick off the holiday season, employees granted 120 holiday wishes for children served by Community Partners of Dallas (CPD). Children ranged from infant to 18 years old, wishing for items like bikes, dolls, stuffed animals and Lego sets. Each wish was delivered on a card with details about the child and what he or […]