Co-founder and Financial Advisor
About Us
Azalea Wealth Partners is a private, independent wealth management practice based in Tyler, Texas, serving the entire east Texas region and beyond. We are you and your family’s resource for engaging in relevant market expertise, experienced financial counsel, and personal investment selection under management.
Our Mission
Our mission is to provide you with confidence in your investments in any market environment through custom portfolio management. We specialize in investment management so that you are free to focus on your own priorities.
The Partnership
Your relationship with your advisors is a personal one. We work with you at your pace and seek to provide you with the confidence you and your family need to live freely, give generously, and leave the legacy you want.
Services
Portfolio Management
Our area of expertise is crafting custom portfolios that seek to weather any market environment. Whether you are just getting started on your investment journey and looking far out into the future or nearing the end of your working life and looking to preserve your hard-earned capital, you are in good hands with our experienced and analytical team.
Small Business Services
We understand Texas small businesses because we are one too. Taking a big risk on yourself can mean big rewards, and you are in good company with a team who shares and lives out your vision week in and week out. From creative and efficient retirement plan services for you and your team all the way to navigating a successful exit, we aim to be with you every step of the way.
Preservation
Whether you are currently working hard to build wealth or have already accumulated assets, preserving your wealth is an important building block of keeping it and successfully passing it along to your loved ones. From basic income production to more complex strategies, you can rest well knowing your hard-earned capital is strived to be preserved.
Our Team
Co-founder and Financial Advisor
We strive to offer our clients objective, independent wealth management services and investment advice.
Blog
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Stock and bond markets have struggled during the first trading weeks of 2024 as investors questioned the probability of a "soft landing" and what it may mean for the timing and size of Fed rate cuts later this year. Market-based measures still suggest that the Fed could cut rates by 25 basis points five or six times this year, beginning in May and possibly as early as March, although the Fed recently signaled a slower...
The bond market has had a better year in 2023 despite ongoing swings in interest rates. The U.S. Aggregate bond index has rebounded 2.7% year-to-date after briefly hovering in the red a few months ago. This is because inflation continues to improve, and many investors believe the Fed is not only done raising rates but may begin cutting next year. This is also in stark contrast to 2022, when the US aggregate bond market had...
