Planning | Investments | Relationships

Texas Legacy Wealth Management manages assets for great people whom we are privileged to serve. By maintaining our core principles of integrity, passion and knowledge we strive to be your most trusted advisor.

We focus our expertise on helping great people like you devote themselves to life’s most important pursuits. We believe our straightforward, sensible financial planning and wealth management process will allow you to have less stress when faced with making important financial decisions. Thus, freeing you to focus on life’s most important pursuits your family, your community and your future.

We encourage you to set the bar high and expect the best, because we feel you deserve it. If you would like to speak with one of our wealth advisors today call us at 210.541.8600

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, GA, HI, LA, MS, NM, NY, OH, TX, VA CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities offered through LPL Financial, Member FINRA & SIPC.
Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.