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
- Investment Team Spends a Day at Nasher Sculpture Center to Focus on Creative Thinking
Members of the Investment Team headed to Dallas’ Nasher Sculpture Center in November for an offsite team building day. Following a private tour of the museum led by Leigh Arnold, Associate Curator, they heard Ph.D. candidate in Neuroscience Michael Lundie speak on recognizing and addressing cognitive biases alongside tools for better decision-making. “Our theme of […]
Read more - Tolleson Wealth Management Named one of the ‘Dallas 100’ fastest-growing small private companies in DFW
The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as 100 of the fastest-growing small private companies in North Texas, known as the ‘Dallas 100’ list. “We are proud to be named as one of DFW’s 100 fast-growing businesses,” said Carter Tolleson, CEO. “Nearing our firm’s 20-year […]
Read more - Family Leadership Development
Over many years in practice, I’ve watched countless entrepreneurs work to make the transition from operating a family business to living with (and from) financial assets. It takes a different set of skills to create and run a successful business and to maintain and grow a complex web of financial assets, entities, and family members. […]
Read more - Tolleson Wealth Management Recognized as a 2019 Top Wealth manager by D Magazine
D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2019 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fifth year in a row Tolleson Wealth Management has received this award. D Magazine […]
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