Our Philosophy | North Texas Wealth Management | Allen, TX

Our Philosophy

We believe that wealth management can unlock a new level of purpose and fulfillment by aligning your finances with your core values.

We bolster your financial confidence through our seasoned financial planning and investment expertise.

By understanding your story and values, we tailor a personalized wealth management approach that nurtures and safeguards your assets.

Established in 1968, North Texas Wealth Management is a fee-based firm1 specializing in comprehensive financial planning for individuals and families. Our values-based investing philosophy integrates your unique values and goals into every aspect of our planning process. Leveraging cutting-edge technology, we optimize planning and enhance investment and tax strategies.

Our CERTIFIED FINANCIAL PLANNER™ professionals craft fully-customized financial plans for each client, integrating investment management, income strategies, and tax planning. With expertise in employer-provided retirement plans, we develop optimal distribution plans to meet your objectives. Committed to excellence, we maintain high standards of competency and ethics. We value ongoing feedback from our Client Advisory Board, experienced planners, and support staff to continually enhance our service and deliver cutting-edge services.

Our Mission

To help people live fulfilling lives

Our Core Values:

  • Dedication
  • Empathy
  • Professionalism
  • Innovation
  • Collaboration
  • Trustworthiness
  • Integrity

In Good Company

Our Experienced Team

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photo of Mike Crews, MBA, CFP®

Mike Crews, MBA, CFP®


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photo of Seth Sartain, CFP®

Seth Sartain, CFP®

VP, Wealth Management

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photo of Jill Fulton, MBA

Jill Fulton, MBA

VP, Business Development

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photo of Robert Cody, CFP®

Robert Cody, CFP®

LPL Financial Planner

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photo of Maddock May, MAcc, CPA, CFP®

Maddock May, MAcc, CPA, CFP®

LPL Financial Planner

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photo of Elizabeth Phillips

Elizabeth Phillips

Client Service Manager

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photo of Katy Whitehead

Katy Whitehead

Office Manager

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photo of Chris Scarborough, CFP®

Chris Scarborough, CFP®

Internal Business Consultant

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photo of Stacy Pierson

Stacy Pierson

Operations Assistant

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photo of Tammy Holland

Tammy Holland

Administrative Assistant

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photo of Cindy Osborne

Cindy Osborne

Administrative Assistant

Join Our Team

We are always looking for top talent. Be a part of our commitment to delivering an unparalleled client experience.

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