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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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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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As our nation ages, many Americans are turning their attention to caring for aging parents.
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Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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