AZALEA WEALTH PARTNERS

A tradition of service

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FINANCIAL ADVISORS

With an independent approach

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EXPERIENCED AND OBJECTIVE

Professional advice and perspective

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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

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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