Service 360

“You’re treated as a member of our family, not a number.”

At Texas Legacy Wealth Management, you receive personalized white glove service from your Service 360 team. Whether you’re seeking to change your beneficiaries, add or withdrawal money from your account or trying to gain access to view your accounts online your service 360 team is here to help. 

Every Wealth Advisor and client is supported by the TLWM Service 360 team. So, simply ask your Wealth Advisor or speak directly to your Service 360 team and get the time and attention you deserve with a response that’s aimed at exceeding your expectations. You’re not a number at TLWM, so each requests is handled as the day’s most important task.

In order to find out more about the other departments that will be working hard to help you address your goals, please click below.

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.