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We tailor our services to each individual based on their specific needs and goals. There is no finish line and we are never done. Everything we do is done with the sole purpose of helping clients achieve their retirement goals while reducing stress and complexity.
Our Process
This is our three-step process, and our promise to deliver a better wealth management experience. It serves as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
Step 2 – We will create a wealth plan that is tailored to your individual goals
Step 1 – Together, we explore and understand the true vision and purpose of your money
Step 3 – Through personalized advice, education and analysis – we help you stay on track
Our Process
This is our three-step process, and our promise to deliver a better wealth management experience. It serves as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
Step 1 – Together, we explore and understand the true vision and purpose of your money
Step 2 – We will create a wealth plan that is tailored to your individual goals
Step 3 – Through personalized advice, education and analysis – we help you stay on track
Comprehensive Wealth Services
The end goal might be a comfortable retirement, but to get there requires more than stocks and bonds. For every part of your life that involves money, we’ll have a perspective. – each of the below will link to landing page for each service
Wealth Planning
An ongoing process that updates as your life changes. Taking an expansive approach to financial planning that focuses on every aspect of your financial life.
Retirement Planning
A comfortable retirement is a collection of smart financial decisions and careful planning. We diligently plan all aspects of your financial future to help you achieve your desired lifestyle.
Investment Planning
Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.
Estate & Trust Planning
Helping you leave a legacy for the people and causes that matter most to you.
Family Office Services
Helping you address and resolve the complex, intricate issues that often accompany significant wealth and impact families across generations.
Employee Retirement Services
From plan design to investment advice, ERISA compliance and participant engagement, we provide the opportunity for your employees to have a financially secure retirement.
Education Planning
Planning for your families educational experience that best fits within your long-term financial plan.
Health and Insurance Planning
Protect your family and your wealth with customized coverage.
Business Owner Strategies
From retirement plans to exit strategies, we help make the most of your business.

Frequently Asked Questions

How do you tailor your services to individual clients?

What makes your approach different?

How often will we meet to review my plan?

Do you offer retirement income planning and RMD strategies?

Every portfolio we build is fully customized to reflect each client’s unique goals, preferences, and priorities. We also personalize the service experience itself – whether that means evening or weekend meetings, or a preferred communication style, we adapt to your schedule – not the other way around.

Our personalized approach to investment strategy and client experience are ways that we set ourselves apart. Unlike a lot of our competitors who are plug-in-play advisors and make clients adapt to their 9-5 schedule we customize to the individual on both investments and service.

That’s entirely up to you. Some clients prefer to meet monthly, others quarterly or a few times per year. We don’t force a set cadence—we work around your preferences to ensure you feel supported and informed.

Absolutely. We help clients build smart retirement income plans, including strategies to manage Required Minimum Distributions (RMDs) in a tax-efficient and sustainable way.

Get Started with Theorem

We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.

Get Started

8140 Walnut Hill Lane, Suite 303,
Dallas, TX 75231

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.