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Wealth Management Mastery

These Firms are the Ultimate Go -To's for Money Management

1. Hilltop Securities

Hilltop Securities is a unique blend of financial strength, and deep industry knowledge, born out of the fusion of two respected and successful firms, First Southwest Company, a broker-dealer founded in 1946 and Southwest Securities Inc., a full-service broker-dealer since 1972.
As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, Hilltop Securities is backed by a strong and diverse financial services enterprise. One that’s focused on moving our clients forward. 

2. Tolleson Wealth Management

A privately-owned and family-run business, we exist to simplify life for wealthy individuals and their families. Established in 1997 as a family office for the Tolleson family, our comprehensive family office services help clients navigate their inherent complexities.

3. CH Investment Partners 

CH Investment Partners is a firm with more than 25 years of experience helping people manage their wealth. This firm believes in customized portfolios coupled with individualized service. CH Investment Partners utilizes a cooperative approach in their firm. They discover needs, create a plan,  and implement strategies.