Strategic Wealth Management
& Financial Planning
“Wealth is often a paradox – it frees you to live the life you envision, but can also seem daunting and unwieldy to manage. Tolleson Wealth Management exists to simplify the complexities and help you shoulder the burden” – J. Richard Joyner, President
How We Help
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
Resources
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Tolleson Wealth Management Donates To Suits For Shelters Clothing Drive
More than 100 pieces of professional clothing were donated by Tolleson Wealth Management employees to the Suits for Shelters drive, benefiting survivors of domestic abuse. The firm has participated in the Suits for Shelters drive since 2015 and has donated to the campaign since 2013. The professional pieces of clothing help equip women in need […]
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Chief Talent and Learning Officer Jeff Strese Speaks on Leadership at Pershing’s Insite Summer Conference
As Chief Talent and Learning Officer, Jeff Strese leads Tolleson Wealth Management by avidly investing in human capital programs and strategies for employee culture. In recognizing the need for growth around leadership, Strese has led the implementation of in-house professional and leadership training for employees the past four years. Other areas of focus for him […]
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Same Tolleson Wealth Management, just with a new look and feel
We are pleased to announce the launch of a newly designed website with dynamic features and improved capability for more content. Our goal at Tolleson Wealth Management has and always will be the client experience. Over the past few years, we have implemented key projects focused on delivering more relevant and timely information to our […]
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Tolleson Wealth Management’s Jeff Strese Contributes to Family Business Magazine
Family council meetings have an opportunity to be helpful, productive sources of collaboration for large families, yet seem to be difficult to facilitate in a positive way. Preparation and facilitation are vital components in achieving successful meetings. Strese elaborates on the importance of facilitation and gives recommendations for this in his latest article, “Effective Facilitation […]
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