Work Here?
Work Here?
Work Here?
Industries
Social Impact
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Dallas, Texas
Founded
2000
Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative workplace where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many competitors, Tolleson emphasizes a personalized approach to wealth management, ensuring that each service reflects the unique needs and values of their clients. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients while maintaining a strong commitment to their values.
Help us improve and share your feedback! Did you find this helpful?
Professional Development Budget
Dallas-based Tolleson announced Feb. 18 the appointment of Pete Chilian as president and chief investment officer.
Tolleson Wealth Management Inc. makes new $932,000 investment in Alphabet Inc. (NASDAQ:GOOGL).
Tolleson named a 2023 top wealth manager by D magazine.
On the Road Lending announces $500,000 funding from Tolleson Wealth Management.
Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms.
Find jobs on Simplify and start your career today
Industries
Social Impact
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Dallas, Texas
Founded
2000
Find jobs on Simplify and start your career today