Financial Advisors
Allen, TX
North Texas Wealth Management is a financial planning firm founded in 1968 that specializes in personalized wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors including Mike Crews, Rob Cody, and a collaborative team, they provide comprehensive financial guidance through life transitions, tax management, and disciplined investment execution. With over 50 years of experience, $1B+ in client assets, and a 99% client retention rate, they focus on building multi-generational wealth through structured planning and proactive guidance tailored to each client's evolving goals.
Ideal for: Pre-retirees and retirees, high-income families seeking comprehensive planning, individuals transitioning to retirement, families focused on multi-generational wealth
Service area: North Texas, including Allen and surrounding communities
55+ Years of Experience: Founded in 1968 with deep roots in North Texas, offering proven expertise across multiple market cycles and financial situations.
Comprehensive Retirement Specialists: Team of CFP-certified advisors who excel at retirement income planning, tax management, and helping clients transition from accumulation to distribution phases.
Tech-Forward & Accessible: Combines disciplined investment execution with technology and clear communication, making professional financial planning accessible to families at various wealth levels.
Address: 790 S Watters Rd #100, Allen, TX 75013
Phone: (972) 840-3764
Website: ntxwealth.com
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