Our Team

About Symonds Wealth

Symonds Wealth Management, headquartered in Fort Worth, TX, is a family practice specializing in retirement and investment planning for high-net-worth individuals and corporate executives. With our team of 5 advisors and 6 staff bring over 130 years of combined financial experience. We proudly manage retirement plans, helping clients nationwide retire comfortably and achieve financial success.

Specializing in retirement planning and individual investment planning for high-net-worth individuals and corporate executives.

With over $1.3 billion* in retirement plans under advisement, the Symonds Wealth Management team has helped hundreds of plan participants with their retirement and investment planning.

Over $2 billion* in assets under advisement.

Dax Symonds, AIF® Founder & Senior Financial Representative

Recognized by Principal Financial Group® as Advisor of the Year in 2013, 2015, and 2017-2022
Principal’s Equity Producer of the Year for 20 straight years
Member of the Principal Financial Group® Hall of Fame

Our team of 5 advisors and 6 staff has over 130 years of combined experience in the financial services industry.

Headquartered in Fort Worth, TX and serving clients nationwide.

*As of 12/1/24

Our Mission

Our mission is to empower individuals from all walks of life to achieve financial security and confidence. We are dedicated to providing personalized, comprehensive wealth planning with the utmost care and consideration.

As a family practice, we foster a culture of inclusivity and support, ensuring that every client has the opportunity to retire comfortably and achieve financial success.

Our goal is to be a trusted partner in your journey towards financial well-being, while offering guidance and solutions tailored to your unique needs and aspirations.