How do you want to
You and your family come first. The way we manage your investments begins with your goals and lifestyle.
Establish Client Goals
Meet with our clients to understand their risk tolerance, preferences, and investment experience.
Build a diversified portfolio to both preserve wealth and increase the probability of achieving goals.
Wide range of customizable investments across public and private fixed income, equities, and alternatives.
Analyze the economy, markets, and portfolio risks leveraging technology and third-party research.
Provide a long-term perspective on current events and adapt client portfolios, as needed.
Employees Celebrate the Giving Season Through Toy Drive
To celebrate the season of giving, Tolleson Wealth Management employees sponsored a toy drive for Bonton Farms. Employees provided 250 toys for the organization’s toy drive. This is the ninth year the firm has sponsored a holiday drive for an organization-in-need. The firm selected Bonton Farms as its community partner in 2022 to create an […]Read more
Employees Celebrate the Season of Giving Through Coat Drive
Tolleson Wealth Management celebrated the season of giving by sponsoring a coat drive for St. Philip’s School and Community Center. Employees provided 102 coats for the school and community center’s annual Christmas Store. Last year, the Christmas Store served more than 500 families. This is the eighth year the firm has offered a holiday drive […]Read more
Tolleson Team Supports New Partnership for Affordable Housing in West Dallas
Tolleson Private Bank backs Builders of Hope partnership project, creating affordable housing in West Dallas. When the opportunity to partner with Builders of Hope Community Development Corporation (CDC) to build affordable housing in West Dallas arose, the Tolleson team was excited to be involved. Tolleson Private Bank is continuously collaborating with various organizations to create […]Read more
Tolleson Wealth Management Ranked as #2 Dallas-Fort Worth Area Wealth Management Firm by Dallas Business Journal
Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms. Rankings are based on local assets under management. To learn more about the rankings and to view the whole list, visit here. Dallas Business Journal surveyed wealth management firms beginning Jan. 3, 2022. The surveys were […]Read more