North Texas Wealth Management is a fee-based wealth management firm that was established in 1968. We specialized in retirement planning long before it was mainstream, but in more recent years we have expanded our services to help not only work veterans but those that have started the journey of saving for retirement. We are experts in values-based investing. We help individuals and families enhance their financial confidence by growing and preserving their wealth and align their finances with what matters most to them. We do this through expert financial planning and investment management, delivered through a personalized, relationship-based approach.
We utilize the latest technology to help clients streamline planning and optimize their investment and tax strategies.
We have chosen LPL Financial as the custodian of our client assets. LPL Financial is one of the nation's leading financial service companies and is publicly traded company under ticker symbol: LPLA.
Our CERTIFIED FINANCIAL PLANNER™ professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan.
Holding to the Fiduciary Duty of the CFP® certification, we maintain a client-centered approach to financial planning and service. Our Client Advisory Board provides ongoing, collaborative feedback in order to continually improve upon the client experience, and our team of experienced planners and support staff work together to deliver the best service in the industry.