Tolleson Wealth Management

Description

• At Tolleson Wealth Management, we are specialists working as a team to craft individualized wealth management strategies for our clients. Our firm was founded on principles of thoughtfulness, integrity and service, which still thrive today more than 16 years after inception. Tolleson Wealth Management is independently owned, providing multi-generational family office services through four lines of business: Private Wealth Management, Private Bank, Private Trust and Philanthropy Services. Our highly-personalized financial solutions focus primarily on long-term wealth preservation. Tolleson Private Bank provides a full range of customized private banking and trust services to affluent families that include a full suite of deposit and credit solutions in addition to trust administration. We also offer philanthropy and foundation management services, with one of the largest dedicated philanthropy advisory teams in North Texas. Managing the needs of affluent families is not only our passion, its our pleasure.For more information, please visit tollesonwealth.com.Tolleson Wealth Management Investment products are not FDIC insured, may lose value and are not bank guaranteed. Tolleson Private Bank, Member FDIC. Equal Housing Lender.Equal Opportunity Employer.For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.
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  Headquarters:5500 Preston Road Suite 250, Dallas, Texas, United States

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  Phone Number: +1 214-252-3250

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  Website: https://www.tollesonwealth.com

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  Employees:160

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  Revenue:$10 - 50M

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  Legal Name:Tolleson Wealth Management

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• |  NAICS Code: 523920  |

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