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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Richard Joyner Receives #2 Ranking on Barron’s Top Advisory List for Second Year
The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]
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Technology and Operations Teams Show Down in Bowling Competition
Chief Technology Officer and Chief Operating Officer John Scheibe oversees one of Tolleson Wealth Management’s largest teams, including Information Technology, Business Applications, Wealth Operations, and Client Bookkeeping Services. The group manages more than 80 applications that work together and give a streamlined and consistent experience for employees and client families. Taking a break from all […]
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Celebrating the Life and Contributions of Gene H. Bishop
Gene H. Bishop 1930-2019 The team at Tolleson Wealth Management mourns the death of board member and advisor Gene H. Bishop after hearing the news of his passing last week. He was a mentor and dear friend to many at the firm. “Without question, Gene was the finest businessman, banker that I’ve ever been around,” […]
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Chief Investment Officer Eric Bennett Goes Inside the Investment with John Goff
Chief Investment Officer Eric Bennett and Tolleson Wealth Management’s Investment Team hosted a private reception featuring John Goff to talk current trends and opportunities in today’s real estate markets. Goff is the founder of Goff Capital and co-founder and chairman of Crescent Real Estate. With more than 20 years of experience in investing in real […]
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