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Texas Wealth Management, Inc (TWM)

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Texas Wealth Management, Inc (TWM)

Mission statement:

The mission of Texas Wealth Management, Inc. is to provide financial independence for individuals and families by advising them with common sense, tax efficient and risk controlled approaches to wealth accumulation, management and preservation in a personalized and cost effective manner.

Overview:

Texas Wealth Management, Inc. provides personal financial planning services and attends primarily to the needs of individuals who lack the time or knowledge to adequately address all the complex financial issues they face throughout their lives. We help them get organized, set goals and develop the strategies to put them on the path to achieve those goals.

As financial planners, Texas Wealth Management, Inc. can bring order and rationality to your financial affairs. We offer you experience and a broad perspective that looks at how your many financial needs fit together according to your unique objectives. You can rely on us to smoothly integrate the work of your other tax, legal and business advisors.

We strongly believe that planning should be a lifetime process, not a one-time event. We attempt to meet with our clients at least annually to discuss changes in their circumstances and how their strategies should be modified as they move toward their goals. As a client of Texas Wealth Management, Inc., you will work with an outstanding team, always accessible.

To offer prospective clients an overview of the company and their personal financial planning goals, we provide a one-hour complimentary meeting to introduce our services.

Texas Wealth Management, Inc. offers a comprehensive financial planning service covering cash and asset management, brokerage services and investment products, risk management and insurance products, and a network of specialists to help you in tax planning, and trust services.

Investment portfolios are tailored individually for each client depending on their unique requirements. Our clients range from the high net worth individuals and pension plans, to the do it yourself investor. We do not use a standard asset allocation model.

Most of our clients come to us on a referral basis. We take great pride in the high level of service we provide.

We offer evaluations and products for life, disability and long term care insurance, fixed and variable annuities, and other insurance products.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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