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
- Tolleson Wealth Management Solves Puzzles at ChildCareGroup’s Annual Great Adventure Hunt
ChildCareGroup hosted the 2019 Great Adventure Hunt last weekend, a dinner and scavenger hunt filled with puzzles at the Frontiers of Flight Museum. Teams across North Texas competed to solve all eight puzzles in the shortest amount of time. Tolleson Wealth Management supported the organization with two teams, giving employees the opportunity to put their […]
Read more - Kristen Hadeed Brings a Next-Generation Perspective on Making Impact
Tolleson Wealth Management hosted a client luncheon last week featuring Kirsten Hadeed, a young entrepreneur and Ted Talk speaker. Hadeed founded StudentMaid, a cleaning company that hires students, in 2007 while attending the University of Florida. Since then, she has employed thousands of students and published a best-selling book, Permission to Screw Up. Hadeed spoke […]
Read more - Tolleson Wealth Management gets Spooky for This Year’s Halloween
Tolleson Wealth Management celebrated Halloween with an after-hours employee reception on Monday evening. Employees got in the Halloween spirit with spooky treats, games and a haunted desk contest. Members of the executive team posed for a picture with the scary décor including President Richard Joyner and Chief Investment Officer Eric Bennett. Everyone at the firm […]
Read more - Tolleson Wealth Management’s Reverse Mentor Program Provides a Change in Mentorship Culture
Next year, millennials will account for 36% of the United States workplace and by 2025, millennials will account for 75% of the global workplace[1]. Tolleson Wealth Management employees recognized that it is important to build a business that serves the needs of next-generation clients, while also enhancing the skills of future leaders at the firm. […]
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