Beyond the Tax Return: Tanglewood’s Critical Role
We are all familiar with Ben Franklin’s most famous quote, “In this world nothing can be said to be certain, except death and taxes.” While
Your Family's Trusted Financial Partner
Tanglewood Total Wealth Management® is a Houston-based, fee-only wealth advisory firm that serves families with the entire spectrum of wealth management needs. For more than 45 years, we have guided generations of clients with unique investment strategies tied to their long-term financial planning goals. When your financial picture would benefit from enhanced planning opportunities or more focus on detailed execution, we are your trusted partners.
About Us
Shareholders (top left to right) Keith Fenstad, Brian Merrill (bottom left to right) Abigail Gunderson, John Merrill, Alma Ozuna Teal
Get To Know Tanglewood
When responsibilities expand, you feel the weight of every financial decision. You want an advisor who listens, understands what matters to your family, and stays steady through every change. Learn about where we came from, how we work, and what guides our team.
Our Services
How We’ll Support You
Truly personal service is the essence of our Total Wealth Management® process. Our goal is for every member of our team to listen to what your family needs and meet you where you are, with service that matches your priorities.
Investment
Management
Guided by a disciplined, committee-driven process reflecting your goals, tax circumstances, and cash flow needs.
Financial
Advisory
Working with you to answer the financial questions that shape your future.
Retirement
Planning
Helping you build a lifestyle you can sustain. Retirement on your own terms.
Tax
Strategy
Keeping more of what you earn, with a forward-looking plan for your whole financial picture.
Estate
Planning
Structures designed for real life, and a plan that keeps up as your family and the law evolve.
Charitable
Giving
Giving that reflects your values: thoughtful, sustainable, and effective.
Business
Advisory
From growth and risk planning to exit strategy, we help entrepreneurs protect what they’ve built.
Risk
Management
A clear view of risk across your full balance sheet, aligned to your personal goals.
Multi-Generational
Services
Preparing your family to carry your wealth and values forward.
Who We Serve
Your Family Is Our Specialty
Lives in Transition
Your retirement. A new home. A new marriage. Life is full of changes for individuals and families. We’ll help you prepare.
Generational Wealth
You’re ready to pass your success and values to the next generation. We work with you on a plan that’s fair for everyone.
Entrepreneurs
You’re building something that matters. You shouldn’t have to go it alone. We help you connect your business decisions with your long-term financial life.
Corporate Leaders
Compensation, stock awards, and career timing all shape your future. We guide you as you support your company, family, and future.
Professional Services
You are laser focused on your professional work, but you need space to manage your complex finances. We help you simplify the path forward.
Resources
Insights From Tanglewood Advisors
Opportunities for Business Owners
Owning and running a business comes with its share of challenges, but it also provides some unique tax planning flexibility. Business owners often have greater
Family Wealth Transfers: Preserving Legacy
Building substantial wealth is a remarkable achievement. However, preserving that capital across generations requires deliberate forethought. Without a structured succession and tax strategy, cumulative taxes
Get In Touch
Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.