Create a Financial Future Based on Values
Experience Values-Based Financial Planning with
About NTX Wealth
Our clients are more to us than numbers and statements. We help you identify your values and set your financial goals to match them. Our expert service team is with you every step of the way
Our Innovative Process
Define. Develop. Discover.
The North Texas Wealth Management process includes a customized 3D Assessment™ that helps you outline your values and the “why” that drives your finances. Then, we develop a unique Wealth Strategy with steps you can take to secure your financial future and close the gap between your values and your resources.
Who We Serve
Wealth OptimizersClick to Learn More
You are in the peak earning years of your profession and less than 10 years from retirement. You want a realistic assessment of when you can afford to stop working and how to optimize your savings to live the life you value most.
Wealth BuildersClick to Learn More
You have a corporate retirement plan but retirement is still down the road. You want a long-term, comprehensive financial plan with short-term milestones that you can start working on today.
In Best Interest
We are a fee-based financial planning and investment firm. Our compensation is determined by how you choose to engage us: fee-for-planning, ongoing subscription, advisory services, brokerage solutions. Regardless, we strive to align our compensation with the best interest of our clients and their unique investment and financial planning needs.