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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

<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<p>Understanding Homeowner&#8217;s Insurance</p>

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.
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