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(281) 333-3800

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TWM's COVID-19 Response Emails By Michael Hesse


ABOUT TWM 

At TWM, your ultimate success is our priority. As your strategic partner, we
pledge to get to know you, understand your goals and build financial
planning strategies that will help you get you to where you want to be. We look
at the totality of your finances so we can be in a knowledgeable position to
coordinate and advise on all areas of your financial life. 




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OUR SERVICES 

From retirement planning and investment management, to tax advisor referrals and
more, our personalized and comprehensive approach is designed to help you
achieve your financial goals. 

Our unique methodology of delivering fully custom and comprehensive services
always starts and ends with you. 

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BECOME A CLIENT 

No matter where you are in your life journey, we seek to provide objective
financial guidance with personalized, tax efficient and risk controlled
approaches that help build, preserve and transfer your wealth.

To introduce our GOLD STAR SERVICES we provide a complimentary, one-hour meeting
to offer prospective clients an overview of the company and their personal
financial goals.   



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ABOUT TEXAS WEALTH MANAGEMENT, LLC


Texas Wealth Management, LLC offers all-encompassing services for our clients.
We believe our success depends on our clients' success and level of customer
satisfaction. When our clients are truly confident in their financial stability,
we have done our job. From growing your wealth to planning for your family’s
future, Texas Wealth Management, LLC will be with you every step of the way.

Whether you are a veteran of success or are just starting to manage your
portfolio, Texas Wealth Management, LLC can help you achieve your goals.

 


OUR APPROACH

TWM takes a comprehensive approach to financial advising. Every client is
handled individually and each portfolio is custom designed to the client. We
believe, our level of personalization allows us to determine potential
investment opportunities and to make decisions that are the most suitable and
appropriate to each unique client situation.

TWM strives to bring order and rationality to our client’s financial affairs. We
provide experience and perspective needed to link a client’s financial needs
with their financial objectives. Coordination is important and we believe, we
can be relied upon to smoothly integrate the work of your other tax, legal, and
business advisors.


OUR PROCESS

We create strategies that are tailored to your needs and goals.

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OUR HISTORY

Years of experience have prepared us to guide you through your life transitions.

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OUR VALUES

Trust. Honesty. Integrity. We believe values matter, and we live by ours every
day.

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OUR RESOURCES

Want to learn more about retirement, social security, or estate strategies? We
have a wealth of resources.

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HOW WE HELP YOU

Texas Wealth Management, LLC is an independent financial advisory firm committed
to providing personal and professional financial planning services. Our mission
is to provide financial independence for individuals and families by advising
them with common sense, tax efficient and risk controlled approaches to wealth
accumulation, management and preservation in a personalized and we believe a
cost effective manner. We dedicate ourselves to the individual needs of our
clients who may lack the time or knowledge needed to adequately address the
complex financial issues they face throughout their lives. We help our clients
get organized, set goals, and develop and implement strategies to guide them on
the path to help achieve these goals.

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MEET OUR TEAM

We believe, each of our staff members is experienced, hard working and dedicated
to providing our clients with the best service possible.

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SCHEDULE A COMPLIMENTARY MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

Contact Us






CONTACT

Texas Wealth Management, LLC

Office: (281) 333-3800

Fax: (281) 333-3802

18333 Egret Bay Boulevard

Suite 600

Houston, TX 77058

Info@texaswealthmanagement.com



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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through Osaic Wealth, Inc., member FINRA/SIPC.

Michael Hesse offers investment advisory services through Osaic Wealth, Inc..
Michael Hesse and Salvador Elizondo offer additional advisory services through
Texas Wealth Management, LLC a registered investment advisor not affiliated with
Osaic Wealth, Inc..

This communication is strictly intended for individuals residing in the
states where the registered representative is registered to conduct securities
business. No offers may be made or accepted from any resident outside the
specific state(s) referenced  AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN,
KS, LA, MA, MD, MI, MO, MS, MT, NC, NV, NH, NJ, NM, NY, OH, OK, PA, TN, TX, VA,
WA, WI.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.