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ABOUT TWM 

At TWM, your ultimate success is our priority. As your strategic partner, we pledge to get to know you, understand your goals and build financial planning strategies that will help you get you to where you want to be. We look at the totality of your finances so we can be in a knowledgeable position to coordinate and advise on all areas of your financial life. 


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OUR SERVICES 

From retirement planning and investment management, to tax advisor referrals and more, our personalized and comprehensive approach is designed to help you achieve your financial goals. 

Our unique methodology of delivering fully custom and comprehensive services always starts and ends with you. 

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BECOME A CLIENT 

No matter where you are in your life journey, we seek to provide objective financial guidance with personalized, tax efficient and risk controlled approaches that help build, preserve and transfer your wealth.

To introduce our GOLD STAR SERVICES we provide a complimentary, one-hour meeting to offer prospective clients an overview of the company and their personal financial goals.   

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ABOUT TEXAS WEALTH MANAGEMENT, LLC

Texas Wealth Management, LLC offers all-encompassing services for our clients. We believe our success depends on our clients' success and level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, Texas Wealth Management, LLC will be with you every step of the way.

Whether you are a veteran of success or are just starting to manage your portfolio, Texas Wealth Management, LLC can help you achieve your goals.

 

OUR APPROACH

TWM takes a comprehensive approach to financial advising. Every client is handled individually and each portfolio is custom designed to the client. We believe, our level of personalization allows us to determine potential investment opportunities and to make decisions that are the most suitable and appropriate to each unique client situation.

TWM strives to bring order and rationality to our client’s financial affairs. We provide experience and perspective needed to link a client’s financial needs with their financial objectives. Coordination is important and we believe, we can be relied upon to smoothly integrate the work of your other tax, legal, and business advisors.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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HOW WE HELP YOU

Texas Wealth Management, LLC is an independent financial advisory firm committed to providing personal and professional financial planning services. Our mission is to provide financial independence for individuals and families by advising them with common sense, tax efficient and risk controlled approaches to wealth accumulation, management and preservation in a personalized and we believe a cost effective manner. We dedicate ourselves to the individual needs of our clients who may lack the time or knowledge needed to adequately address the complex financial issues they face throughout their lives. We help our clients get organized, set goals, and develop and implement strategies to guide them on the path to help achieve these goals.

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MEET OUR TEAM

We believe, each of our staff members is experienced, hard working and dedicated to providing our clients with the best service possible.

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SCHEDULE A COMPLIMENTARY MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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