Northwestern Mutual

Tolleson Wealth Management is a privately-owned and family-run multi-family office based in Dallas, Texas. Established in 1997, they provide comprehensive financial services to wealthy individuals and their families, helping them navigate the complexities of managing their wealth. With a foundation built by the Tolleson family, Tolleson Wealth Management offers integrated services that go beyond typical offerings, leveraging their in-house specialists across diverse service areas to support family enterprises. Their services include investment management, estate planning, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and philanthropy services.Generated from the website

Strategic Financial Planning is an independent financial advisory firm based in Plano, Texas, specializing in holistic financial planning and wealth management. With a focus on aligning clients' finances with their vision and values, their fee-only, fiduciary approach ensures that clients' interests are always prioritized. Their comprehensive financial planning process guides clients towards achieving their goals while allowing them to live a meaningful and fulfilling life along the way. As one of the few fee-only CERTIFIED FINANCIAL PLANNER professionals in the industry, Strategic Financial Planning stands out for their commitment to providing objective and unbiased advice. With a dedication to helping clients navigate their life journey, they offer personalized solutions that address clients' unique financial needs and aspirations. By partnering with Strategic Financial Planning, clients can have the confidence and peace of mind that their financial matters are in capable hands.Generated from the website

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website