- Top Workplaces
- Tolleson Wealth Management
Tolleson Wealth Management
Managing personal wealth is an art and a science unlike any other. While rewarding, it must be collaborative and highly disciplined. Our mission is to help our families address the responsibilities of wealth so that they may reach their personal goals. After partnering with us to craft that strategy, we'll handle the time-consuming work that enables them to bring this plan to life. And since we are independent advisors, our sole focus is on our clients and only our clients.
We seamlessly integrate investments, taxes, estate and charitable planning, banking, accounting, and other considerations unique to our families. Our job is to counsel, to oversee, and to serve.
We seamlessly integrate investments, taxes, estate and charitable planning, banking, accounting, and other considerations unique to our families. Our job is to counsel, to oversee, and to serve.
Additional Culture Details
We have a culture of compassionate employees. Everyone is willing to help each other out. We are a big family and celebrate weddings, babies, tenure, promotions just to name a few on a regular basis with a big party!
Recent Awards
2014
2013
2012
2011