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 your and your family’s resource for engaging and relevant market expertise, experienced financial counsel, and personal investment selection and 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 replacement to more complex strategies, you can rest well knowing we strive to preserve your hard-earned capital.
Our Team
Co-founder and Financial Advisor
We strive to offer our clients objective, independent wealth management services and investment advice.
Blog
With the presidential election just two and a half months away, economic policy platforms are only now beginning to take shape. This late unveiling has some investors concerned about how each policy platform might impact the economy and financial markets. As with all elections, the perceived stakes are high, and with greater political polarization in recent years, emotions are running as hot as ever. In this challenging environment, what do investors need to know in...
From Joe Biden’s announcement that he will not be seeking re-election to a drastic rotation out of tech stocks and into small caps, recent events have contributed to elevated market uncertainty. The S&P 500 has recently declined nearly 6%, while the Nasdaq has pulled back nearly 11%. It’s natural for investors to be concerned about where the market is headed, especially as the presidential election season heats up and the Fed continues to be vague...
As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that have driven markets. The major indexes are all positive for the year so far despite significant ongoing economic uncertainty. This performance may have caught some investors off guard, and it runs counter to much economic wisdom. This is partly because market sentiment can often turn on a dime, especially when there is so...
