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 Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List
The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]
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Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia
Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]
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Tolleson Wealth Management Kicks Off the School Year with a Drive
With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]
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Tolleson Wealth Management Listed in Financial Advisor’s 2018 Annual RIA Ranking
For six years, Tolleson Wealth Management has been listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine. The firm is recognized at #46 in the national ranking and is the highest Texas ranked RIA. The full list of rankings is featured in the July edition of Financial Advisor Magazine. To learn […]
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