Tolleson Wealth Management Recognized as Top Wealth Manager by D Magazine for 2024
Tolleson Wealth Management is proud to be named a Top Wealth Manager by D Magazine for 2024. This is the 10th consecutive year our team has received this recognition, and it continues to underscore our dedication to offering comprehensive financial services and personalized wealth management strategies to families.
Since inception, Tolleson has strived to deliver the highest level of service, tailored to meet the unique needs and aspirations of our clients. Being honored by D Magazine reaffirms our dedication to our mission and the trust our clients place in us.
Our team is our greatest asset. Their commitment to delivering excellence and finding solutions enables us to navigate the complexities of wealth management. As we look forward to 2025 and beyond, we remain committed to our core values and our service-focused approach.
Thank you to our clients and partners for their continued support as we celebrate our 25th anniversary next year. We are excited to continue this journey with you.
Read our feature article in D Magazine’s November 2024 edition:
Award disclosures: Data submitted as of 6/1/2024. D Magazine selected the firms for this award based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. All firms listed for this award must have been in existence for at least five years as of the application deadline (6/3/2024). The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. Out of 64 that applied, 51 were selected. Tolleson Wealth Management applied for this award and did not pay to participate. This ranking published October 2024.