Who We Are
We believe that wealth management can unlock a new level of purpose and fulfillment by aligning your finances with your core values.
We are here to assist you in strengthening your financial confidence by utilizing our experienced financial planning and investment management knowledge to meet your needs.
By connecting with you on a more personal level, we are able to discover your story, and align your financial resources to your values and your future. We offer you a personalized, relationship-based approach that grows and preserves your wealth.
North Texas Wealth Management, established in 1968, is a fee-based wealth management firm specializing in financial planning for individuals or families at any stage in their investment-strategy journey. From our experience in values-based investing, we take your individual values and goals as fundamentals in our planning process. We optimize the procedure by utilizing the latest technology to help streamline planning and maximize your investment and tax strategies.
Through our relationship-based approach, our CERTIFIED FINANCIAL PLANNER™ professionals are able to create and implement a fully-customized financial plan for each client. With our expertise in the understanding of employer-provided 401(K) funds and pension plans, we are able to craft a financial objective that integrates investment management, income strategies, and tax planning into a consolidated optimal distribution plan.
Our dedication to a client-centered focused approach reflects the commitment that all CFP® professionals make to high standards of competency and ethics. This responsibility to maintain our high level of service, and to continually improve, is reflected in the ongoing and collaborative feedback we receive from our Client Advisory Board, our team of experienced planners, and our support staff. Together, we work to deliver the best service in the industry.
As 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; or brokerage solutions. Regardless of how you use our services, we always strive to provide you with the best experience possible by aligning your values with the financial solutions that will best achieve your goals.