A smarter plan. One small step at a time.

MEET THE TEAM

How We Help:

At NTX Wealth Partners, we start by listening – really listening. Your goals, your timeline, your tax picture. You stay in control; we guide the way with a clear Gameplan and run the plays together—one smart adjustment at a time

OUR APPROACH

Who We Help

PRE-RETIREES

You’re five to ten years out and want to retire with clarity and confidence.
Download our PRE-RETIREES Checklist

RETIREES

You’ve already stopped working—but your money hasn’t. Let’s help make it last.
Download our Tax Planning playbook

SMALL BUSINESS OWNERS

You’ve built something great—now lets make it work for your future. Check out our Business Deduction Checklist.
Download our checklist

Our Services

RETIREMENT
INCOME

We’re not into chasing trends or reacting to headlines. We’re long-term investors—permanently bullish, on purpose.

LEGACY
PLANNING

The Legacy Game Plan – What happens next shouldn’t be a guessing game. Leave a legacy —not a mess.

TAX
PLANNING

The Tax-Minimization Toolkit – Pay what you owe. Not a penny more. Legally paying less to the IRS, one smart move at a time.

SMALL BUSINESS OWNERS

Built for Business Owners – Helping you plan your personal wealth and your business future—together.

INVESTMENT
PLANNING

The 1 Page Gameplan is our one-page, personalized roadmap designed to help you make confident financial decisions—without the clutter.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. RMD’s are generally subject to federal income tax and may be subject to state taxes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Ready to start strategizing your game plan?
Get in touch with us today.

CONNECT WITH US

1785 State Highway 26, Suite 200 Grapevine, TX 76051

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as NTX Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. NTX Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.