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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Making Caring Cool with our Family Education Speaker Series
Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]
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Recognizing the Top Mergers & Acquisitions in North Texas
Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]
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Strengthening Mentorship Culture through Successful Reverse Mentor Program
For the past year, 13 pairs of millennials and senior executives participated in the full launch of Tolleson Wealth Management’s “Level” Reverse Mentor Program. After a successful six-month pilot, millennials across the firm partnered and met regularly with senior executives to give mentorship guidance, discuss important themes, and grow collaboration across departments. The firm recognized […]
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Tolleson Wealth Management Supports Family Compass as the Presenting Sponsor of the 2019 North Star Luncheon
Tolleson Wealth Management supported Family Compass as the Presenting Sponsor of the North Star Luncheon earlier this week. Susan Jenevein, Director of Philanthropy, co-chaired the luncheon and Dotti Reeder, Managing Director on the Client Advisory Team, gave opening remarks. “From our work with the families at Tolleson we know that all parents just want their […]
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