A complete list of active advisors currently associated with Texwealth

Warmer can help you find a great advisor at Texwealth or one who fits your needs even better.

TexWealth serves individual and high‑net‑worth clients by providing ongoing portfolio management and personalized financial planning, including the creation of written Investment Policy Statements and regular portfolio monitoring. The firm advises across mutual funds, ETFs, equities, fixed income, REITs and Treasury inflation‑protected securities to align portfolios with clients’ stated goals and risk tolerances. The firm's investment process combines charting, fundamental analysis and modern portfolio theory and is oriented toward long‑term trading and asset allocation. TexWealth typically seeks discretionary authority to implement model allocations and client‑specific restrictions, and it uses planning projections to test whether a client’s risk level is sufficient to meet objectives. Noteworthy aspects include operating three offices while remaining a solo advisor with no additional staff and managing roughly $55.6 million in discretionary assets across about 25 clients, implying relatively high assets per client. The firm requires custody at Charles Schwab Advisor Services and discloses receipt of research or other benefits from that custodian, and it does not aggregate (block) trades for multiple clients, which can affect execution and pricing.

To learn more about the advisors currently working at Texwealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.