Typical Client Profiles
Any family who is interested in doing things a little differently when it comes to creating and managing wealth may be a good fit with TexWealth. Utilizing time-tested proven approaches with the added benefit of new modern planning technologies means being able to offer clients a fresh experience that is not bogged down with layers of complexity. We aim to be different.
Growing Families
TexWealth is dedicated to supporting families as they navigate different stages of life on their path to retirement. If you are Mid-Career with a family, we are here to help you coordinate your financial life. We believe that your family comes first, so we create a flexible plan tailored to serve your unique needs.
Growing Families
TexWealth is dedicated to supporting families as they navigate different stages of life on their path to retirement. If you are Mid-Career with a family, we are here to help you coordinate your financial life. We believe that your family comes first, so we create a flexible plan tailored to serve your unique needs.
Couples Nearing Retirement
If you have worked and stressed most of your career doing your own planning, or you need a fresh look at your finances as you approach retirement, TexWealth is fully capable of working with you. One common theme that runs among all our clients is that family is routinely the most important aspect of life that we talk about. We strive to be your trusted advisor for the most important things. As you near retirement, making sure to cover all your needs is extremely important, but frequently clients begin thinking more about what they will pass on to their children. This includes inheritance materialistically as well as in legacy of values. We are here to work through those conversations and layout a simple plan addressing estate planning.
