Commitment

Our clients expect excellence.

Tanglewood’s mission is more than being the premier wealth advisor in Texas; our mission is to earn the enduring respect, confidence and loyalty of our clients. We know this is far more than the industry standard - and it is part of our distinct difference.

We don’t view clients as last names or numbers on a page. To us, every wealth management client is a partner in the process, working closely and collaboratively with us to plan, improve, and manage their financial future.

Our clients are successful, with wealth that demands expert management. They aren’t average, and they deserve Wealth Managers that aren’t either. Our mission is clear: be more than what is required, be more than is expected and help clients experience the difference working with Tanglewood makes.

Our commitment puts you first.

  • We are dedicated to your well being, both personal and financial. With that commitment as our mandate, we have always been and will continue to remain an independent fee-only wealth management firm. We do not accept any fees, commissions, compensation from any other third party. Our interests and loyalty lay 100% with our clients.

  • Fiduciary is defined as a person or organization that owes to another the duties of good faith and trust. While we believe that should be true of any investment firm, we hold ourselves to higher standards. We treat our clients’ investments and future with the same care and concern we would demand for ourselves. We want our clients to experience our unwavering commitment and integrity.

  • In a world where information sharing has become commonplace, we choose to be different. Your privacy is of utmost importance to us and we do not share any personal information without your request or consent. We safeguard your personal interests.

  • We stand by our Signature Service. Unlike many others, we have real people here to assist you, not automation, and our staff responds to all communication quickly, politely and enthusiastically. Whatever your needs, our entire staff stands ready to personally serve you.