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Our Vision and Mission

Our vision is to be a premier investment partner for business owners and executives, medical professionals, and other individuals and families in east Texas. Our mission is to provide our clients with confidence in their investments in any market environment through custom portfolio management. We offer our clients objective, independent wealth management services and investment advice.

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Be confident about your investments. 

Members of Azalea Wealth Partners are listed in Dave Ramsey's SmartVestor Pro directory. We strive for high standards of excellence, and we are committed to guiding you and helping you build long-term wealth. 

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Azalea Wealth Partners or LPL Financial.

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Azalea Wealth Partners can offer you Guided Wealth Portfolios

Personalized Investment Plans. Online. Simplified.



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Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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