Wealth Management Platforms
Wealth Management Platforms - The Freedom To Choose
Your clients depend on you to provide quality investment advice that is timely, accurate and tailored to their needs. You require a partner who is as dedicated to your success as you are to your clients
The Freedom To Choose Your Custodian
Financial Advisors who work with TLWM have the freedom to decide where they want their clients' advisory assets to be held. Our advisors enjoy the benefit of choice. We have relationships with the following Custodians.
We offer a choice of investment platforms designed for the way you work, including:
- TLWM Asset Management Services
- MAN
- MAS
- SWM I/II
- TAMP
TD Ameritrade is not affiliated with Texas Legacy Wealth Management (TLWM) or LPL Financial
