texaslegacywealth.com
Investment Management | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/investment-management
Skip to main content. Our Mission and Values. Ldquo;No bull market is permanent. No bear market is permanent. And there are no stocks you can buy and forget. The pace of change is too great.”— Sir John Templeton. There is no right time to enter or exit a market. There is no guarantee that the investment objective will be met. Investors should consider transaction cost and tax consequences associated with moving positions more frequently. Get the Latest News. Sign up for TLWM Blog. San Antonio, TX 78216.
texaslegacywealth.com
Our Process | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/our-process
Skip to main content. Our Mission and Values. You are not a copy or duplicate. You’ve made choices, decisions for yourself. You got to where you are because of who you are. Your financial success is one of the results. So, doesn’t creating a comprehensive wealth plan that is customized for you make sense? We’re talking about a plan that takes everything into consideration:. The futures of those you care about. Let’s start with an initial meeting. Help us get to know you and your family. The LPL Financial...
texaslegacywealth.com
Our Commitment | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/our-commitment
Skip to main content. Our Mission and Values. Texas Legacy Wealth Management Client Commitment. Our commitment to you. Is the cornerstone of what we bring to the table. We focus on making the most appropriate recommendations based solely on what’s in your best interest. Proactive planning and investment management. That is based on rigorous, intense planning and assessment. We seek to maximize every dollar that you’ve worked hard to make. Fair and transparent fees. Get the Latest News. Investment advice ...
texaslegacywealth.com
Our Team | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/our-team
Skip to main content. Our Mission and Values. There is nothing more crucial to success—yours and ours—than a positive relationship. So, we will cultivate that relationship intensely. We will offer you a multi-faceted support system that, quite frankly, may astound you. This support system includes:. A Personal Wealth Advisor who is your primary contact, knows your account inside out, and makes it a point to keep you current and informed. Enzo T. Pellegrino, CFP. Simon Thompson, CFA. Simon Thompson, CFA.
texaslegacywealth.com
Our Focus | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/our-focus
Skip to main content. Our Mission and Values. Here’s what we can do for you:. We’ll approach your investments like true artisans. We’ll strive to look at things from every possible angle—constantly, critically, continuously. We’ll sweat the big stuff, the small stuff, and all the in-between stuff. We’ll always try to go well beyond proactive. Because that’s what our kind of personal service takes. We’ll stay in constant communication with you, in a variety of ways. Get the Latest News.
texaslegacywealth.com
Personal Advice | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/personal-advice
Skip to main content. Our Mission and Values. You’re treated as a member of our family, not a number. At Texas Legacy Wealth Management, every client works with a personal Wealth Advisor. Your advisor thrives on an intensive one-on-one personal relationship and is backed by a professional team. This constant communication is important in order to make sure that you’re up to date with market events, your accounts, and that your financial plan is on track. Get the Latest News. Sign up for TLWM Blog.
texaslegacywealth.com
Financial Planning | Texas Legacy Wealth Management
http://www.texaslegacywealth.com/financial-planning
Skip to main content. Our Mission and Values. We offer a comprehensive Wealth Plan tailored specifically to your lifestyle choices and long-term goals. Whether you’re planning for your family’s future, seeking asset management, preparing for retirement, or planning to leave an estate, we will provide one-on-one guidance to help you pursue your goals. Your financial planning recommendations are signed off by a CFP. COMPREHENSIVE WEALTH PLANNING PROCESS. Analyze and evaluate your financial status. Sign up ...
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