We are proud to be named a Top Wealth Manager by D Magazine for 2024. This is the 10th consecutive year receiving this honor, reflecting our commitment to excellence in wealth management. Thank you to both our team and our clients for your continued trust and support. Read full article: https://lnkd.in/g5ESzsjq

Managing Director Josh Coury, CFA was named a Young Professional Award honoree this year by Family Wealth Alliance, Inc. This program honors professionals under 40 that are shaping the family wealth industry. Read the full article: https://lnkd.in/g5NwEs8J Congratulations, Josh!

Today, we stand together to honor all the brave men and women who have served our country with courage and loyalty. Happy Veterans Day. We salute you.

We are excited to share that Tolleson Wealth Management has secured a top spot as one of DFW’s largest wealth management firms, according to the Dallas Business Journal. Our team is proud to be deeply rooted in the Dallas community and serve clients both here and around the nation. Read the full post: https://lnkd.in/gJsK2p2w

We are thrilled to announce the appointment of Pete Chilian and Jon Wolkenstein to Tolleson's board of directors. Their experience and dedication to client service will be invaluable as we continue to support our clients with excellence and integrity. Read the full article: https://lnkd.in/giCvHZ-Z

We are deeply committed to supporting disaster relief efforts, especially following the recent devastation caused by Hurricanes Helene and Milton. Our team is closely monitoring the situation and can help with impactful ways to contribute. Here are some of the organizations we recommend for those looking to assist: https://lnkd.in/gQKTixqM

Preparing children for wealth is more than just financial education or a one-time conversation. It’s about values, expectations, and a gradual, engaging process. Our latest insight article shares how ongoing conversations and activities can help you prepare: https://lnkd.in/eCVS7p_X

“One of the most important ways working with a wealth advisor can start serving your family early on is through facilitating communication among family members to establish clear goals and help ensure everyone is on the same page,” explains Susan Wells Jenevein in a recent interview with Modern Luxury Dallas.   Read more about the top ways we believe a good wealth management strategy can benefit every stage of life: https://lnkd.in/giPP7bCp 

Today, we pause to remember the heroes and lives lost of September 11. Their courage and sacrifice will never be forgotten. #NeverForget 

What makes an influential leader? Just ask Aleta Stampley, Managing Director of Philanthropy, who recently spoke at the D Magazine Women of Influence event. Learn more about how our female leaders are shaping the future with their diverse expertise and commitment to client service: https://lnkd.in/gQbtzUeW