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Financial Guidance for Every Stage

We get it. Finances aren’t easy to talk about, even with a professional. We make the conversation easier.

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Our MissionProviding You With Our Undivided Attention

Our mission at Symonds Wealth Management is to treat each client as family and to understand their goals and values. We strive to exceed expectations and help our clients understand how to plan for their future so they can enjoy their retirement.

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FULL CATALOG OF SERVICES 🡒

What We DoRe-Defining
Financial Success

We specialize in personalized retirement and investment planning for high-net-worth individuals and corporate executives. Our mission is to empower clients nationwide to achieve financial security and confidence. As a family practice, we cultivate inclusivity and support, ensuring each client's unique needs are met for a comfortable retirement and financial success.

Who We ServeServing Clients From
All Walks Of Life

COMPREHENSIVE RETIREMENT PLANNING

COMPREHENSIVE RETIREMENT PLANNING

We assist your family in wealth accumulation, debt management, saving for your children's education, and preparing for retirement. Your financial plan is personalized to align with your specific objectives, aiming to boost your savings and investment capabilities.

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INDIVIDUAL INVESTMENT PLANNING

INDIVIDUAL INVESTMENT PLANNING

We assist your family in wealth accumulation, debt management, saving for your children's education, and preparing for retirement. Your financial plan is personalized to align with your specific objectives, aiming to boost your savings and investment capabilities.

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HIGH-NET-WORTH & CORPORATE EXECUTIVES

HIGH-NET-WORTH & CORPORATE EXECUTIVES

We assist your family in wealth accumulation, debt management, saving for your children's education, and preparing for retirement. Your financial plan is personalized to align with your specific objectives, aiming to boost your savings and investment capabilities.

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ATHLETES & ENTERTAINERS

ATHLETES & ENTERTAINERS

Transform your dream career into a secure future. As a professional athlete, your earning window is unique – high income in a short period of time.

At Symonds Wealth Management, we understand the complexities of managing significant wealth while preparing for life after your career.

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Our ProcessA Simple But
Comprehensive Process

We are deeply honored to serve clients who entrust us with their assets and financial futures. Inspired by their trust, we diligently work to protect and grow their wealth, ensuring every decision aligns with their best interests and supports their financial goals with integrity and dedication.

Colleagues at the Office

Step 1
Discovery Interview

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Step 2
Plan & Action

Our team will present financial strategies designed to match your investor profile.

Step 3
Monitor & Grow

Life changes? Market volatility? Let us manage the bumps in the road.

About UsOur Team Is Your Team

Symonds Wealth Management, a family-oriented firm headquartered in Fort Worth, TX, excels in retirement and investment planning for high-net-worth individuals and corporate executives. Our experienced team, with over 130 years in the industry, manages over $2 billion in assets. We provide personalized services to clients nationwide, helping them retire comfortably with over $1.3 billion in retirement plans under advisement.

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Get in touchEvery decision you make today can move you one step closer to your goals

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RESOURCES

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The Financial and Emotional Impact of Sudden Wealth

The Financial and Emotional Impact of Sudden Wealth

NEWS APR 12 ,2024

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How to Assess the Top Five Risks in Retirement

How to Assess the Top Five Risks in Retirement

NEWS APR 12 ,2024

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Small Business Tax Mistakes to Avoid

Small Business Tax Mistakes to Avoid

NEWS APR 12 ,2024

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litora torquent per conubia nostra, per inceptos himenaeos.

litora torquent per conubia nostra, per inceptos himenaeos.

NEWS APR 12 ,2024

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Contact UsLet's Get Started

The better we understand your needs and goals, the better we can help you strategize for the future. It all starts with listening, and we’d like to listen to you.

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