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 Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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