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About

Who We Are

When the decisions in front of your family carry more weight, you want an advisor you can trust to stay steady and focused. We have spent decades working side-by-side with families to understand and serve their wealth needs. Learn more about the team and values behind our approach.

The Tanglewood Story

Since 1979, Tanglewood has centered its service in the founding belief that clients deserve advice that is entirely free of conflicts. Over the years, we carried that vision forward and built a firm designed for long-term stability. The commitment to putting clients first continues to guide everything we do.

How We're Different

Total Wealth Management® brings in-house investments, planning, and family support together in one coordinated relationship. Learn what sets us apart, and how we guide you to better outcomes.

Our Team

Our clients turn to us during moments that shape their futures. Everyone on our team plays a role in supporting those decisions and maintaining long-term relationships built on trust. Meet the people who make that possible.

Awards and Rankings

It means a lot to us to earn recognition from our peers in the Houston business community and the financial services industry. Each award is an outside acknowledgment of the client focus that defines our work. See how others view the quality of service we offer.

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.