Services

At Texas Wealth Management, LLC we welcome individuals and families interested in receiving our help in achieving and/or maintaining financial independence. We do not limit our services on the basis of age, stage of life, or current asset level. Our clients range from prior do-it-yourself investors to high net worth individuals and pension plans. We believe, TWM clients are positive, forward-looking people who enjoy life and appreciate the particularness of our services.

At TWM, investment portfolios are tailored individually for every client based on their unique requirements. Every client has different needs and varying circumstances. We strongly believe financial planning is a lifetime process, not a one-time event. We encourage clients to meet with us at least once a year to discuss changes in the client’s financial situation and determine how their strategies should be modified as they move toward their goals. As a client of TWM you will work with a team that is readily accessible and dedicated to your needs.

Most of our clients come to us on a referral basis. We take great pride in the high level of service we provide.

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