About Us

 Texas Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We believe, we’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial independence.

OUR MISSION

The mission of Texas Wealth Management, LLC is to provide financial independence for individuals and families by advising them with common sense, tax efficient and potentially reduced risk controlled approaches to wealth accumulation, management and preservation in a personalized and cost effective manner.


OUR PHILOSOPHY

Texas Wealth Management, LLC applies a strategic asset allocation approach. Fundamental percentage allocation decisions are made with a knowledgeable perspective of math, history, and just good old common sense.

 

 


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.


There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.



          

Texas Wealth Management, LLC
18333 Egret Bay Boulevard Suite 600

Houston, TX 77058
Tel: (281) 333-3800Fax: (281) 333-3802Email: Info@texaswealthmanagement.com


Securities offered through FSC Securities Corporation, member FINRA/SIPC.

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

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, PA, TN, TX, UT, 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