Texas Wealth Management, LLC
Texas Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives through the most personal service available. For each of our clients we strive to help create financial independence.
We are an independent financial advisory firm committed to providing personal and professional financial planning services. For over thirty five years, one principle has laid the foundation for our success: emotions may win in the short-term, but fundamentals always win long-term.
Our professionals understand the complexity of the financial world and know that sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That is why we focus on nurturing long-term relationships with individuals and families who value our truly term oriented, comprehensive approach to financial planning.
The mission of Texas Wealth Management, LLC is to provide financial independence for individuals and families by advising them with common sense, tax efficient and potentially reduced risk controlled approaches to wealth accumulation, management and preservation in a personalized and cost effective manner.
Texas Wealth Management, LLC applies a strategic asset allocation approach. Fundamental percentage allocation decisions are made with a knowledgeable perspective of math, history, and just good old common sense.
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.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.