We do not pursue a singular investment strategy; we craft one to fit your unique circumstances. We always put wealth protection first and you will have access to financial resources not often available to individuals in the general market.
Tolleson Wealth Management is composed of specialists who work as a team to craft an individualized strategy for you and your family. One of the most important things is that we are independent advisors, so we have no outside interests and no affiliations with special interest groups. Our only focus is you.
Each client is served by a dedicated team, led by a seasoned wealth management expert. You may call any member of your service team, at any time, with questions. Your team represents several areas of expertise, including investment management, tax planning, estate and gift planning, risk management and insurance, cash management and special services. We leverage our decades of experience to assemble a core group of service providers and coordinate their roles. We’ve found this approach assures strategic wealth management and unparalleled service.