Chisholm Wealth Management

Chisholm Wealth Management is an independent advisory firm that is focused on helping individuals and families take control of the finances and achieve their financial goals on purpose. Additionally, we have extensive knowledge on company retirement plans where we aim to create the best plan in the most cost efficient way. Company sponsored retirement plans are they gateway to America's retirement and it requires well thought out design, attention, and a fiduciary mindset.

 Primary services include:

 Personal Financial Planning - Are you making good money, but not sure where it's going? Do you have children and want to help with the cost of college? Maybe you're considering the reality of retirement and want to know what it will take to get to that decision and actually make it through that phase of life. Tired of reading article after article of what feels like contradicting information? We love to help with these topics and get a plan in place that fits your needs! We offer a stand alone financial planning service with ongoing support as well as a combination of investment management and financial planning.

 Retirement Plan Consulting - Do you run your company's 401k plan and find it to be a giant headache, unsure of what your actual responsibilities are, or just can't seem to get a straight answer from your plan provider? Isn't this supposed to be a benefit, not a burden? We completely understand! Our firm offers fiduciary level investment advice, plan design analysis, compliance consultation, employee education, and service provider fee analysis to name a few primary topics of service. As an independent, fee only advisor, we provide unbiased advice to serve you and your participants best. Learn more at www.ChisholmWM.com
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Advisors at this Office

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This Office

724 Lake View Dr Crowley, TX 76036 Phone: (817) 678-2821

Primary Office

724 Lake View Dr Crowley, TX 76036 Phone: (817) 678-2821