North Texas Wealth Management: Company Profile
Background
Overview
Established in 1968, North Texas Wealth Management (NTX Wealth) is a fee-based financial planning and investment firm headquartered in Allen, Texas. The firm specializes in comprehensive financial planning for individuals and families, integrating clients' unique values and goals into every aspect of the planning process. NTX Wealth leverages cutting-edge technology to optimize planning and enhance investment and tax strategies.
Mission and Vision
NTX Wealth's mission is to help individuals and families live fulfilling lives by aligning their finances with their core values. The firm's vision is to provide personalized wealth management services that nurture and safeguard clients' assets, fostering financial confidence and security.
Industry Significance
With over five decades of experience, NTX Wealth has established itself as a trusted advisor in the North Texas region, offering tailored financial solutions that address the unique needs of its clients. The firm's commitment to values-based investing and innovative financial planning sets it apart in the competitive wealth management industry.
Key Strategic Focus
Core Objectives
NTX Wealth aims to provide personalized financial planning and investment management services that align with clients' values and goals, ensuring a secure and fulfilling financial future.
Areas of Specialization
- Comprehensive Financial Planning: Developing customized financial plans that integrate investment management, income strategies, and tax planning.
- Values-Based Investing: Incorporating clients' unique values and goals into every aspect of the planning process.
- Employer-Provided Retirement Plans: Creating optimal distribution plans to meet clients' objectives.
Key Technologies Utilized
NTX Wealth employs advanced technology platforms, including WealthVision™, a digital tool for real-time financial planning optimization, and sophisticated quantitative models to enhance investment management.
Primary Markets Targeted
The firm primarily serves individuals and families in the North Texas region, focusing on those seeking personalized financial planning and investment management services.
Financials and Funding
Funding History
As a privately held firm, NTX Wealth has not publicly disclosed detailed funding history or total funds raised. The firm operates on a fee-based compensation model, aligning its interests with those of its clients.
Recent Developments
In August 2022, NTX Wealth launched its tailored wealth management services, introducing a 3D assessment and values-based financial planning model to bridge the gap between the financial sector and consumers.
Pipeline Development
NTX Wealth focuses on developing comprehensive financial plans that integrate investment management, income strategies, and tax planning. The firm has not publicly disclosed specific pipeline candidates or timelines for anticipated milestones.
Technological Platform and Innovation
Proprietary Technologies
- WealthVision™: A digital tool for real-time financial planning optimization.
Significant Scientific Methods
- 3D Assessment™: A personalized process that defines client values, develops their vision for the future, and discovers a path forward.
Leadership Team
Mike Crews, MBA, CFP® – CEO
Mike Crews is the Chief Executive Officer of NTX Wealth. He has been instrumental in leading the firm's growth and development, emphasizing a client-centric approach to financial planning.
Seth Sartain, MBA, CFP® – VP, Wealth Management
Seth Sartain serves as the Vice President of Wealth Management, focusing on delivering personalized financial strategies to clients.
Jill Fulton, MBA – VP, Operations
Jill Fulton is the Vice President of Operations, overseeing the firm's operational efficiency and client service excellence.
Robert Cody, CFP® – Senior Wealth Advisor
Robert Cody is a Senior Wealth Advisor, providing comprehensive financial planning and investment management services to clients.
Maddock May, MAcc, CPA, CFP® – Wealth Advisor
Maddock May serves as a Wealth Advisor, offering personalized financial strategies and guidance to clients.
Competitor Profile
Market Insights and Dynamics
The North Texas wealth management market is characterized by a diverse range of firms offering comprehensive financial services. The region's economic growth and increasing demand for personalized financial planning contribute to a competitive landscape.
Competitor Analysis
- Tolleson Wealth Management: Listed as the second-largest wealth management firm in North Texas, Tolleson offers multi-family office services and has a strong community presence.
- True North Advisors: Recognized as a top wealth management firm and best financial planner by D Magazine, True North provides institutional-quality wealth and investment management solutions.
- WPWealth: Ranked #19 on the Dallas Business Journal’s Wealth Management Firms list, WPWealth manages $1.16 billion in assets under management.
Strategic Collaborations and Partnerships
NTX Wealth collaborates with LPL Financial, a leading independent broker-dealer, to offer a wide range of investment solutions and resources to its clients.
Operational Insights
NTX Wealth differentiates itself through its personalized approach, integrating clients' values into financial planning, and leveraging advanced technology platforms to enhance investment management. The firm's commitment to client-centric services positions it competitively in the North Texas market.
Strategic Opportunities and Future Directions
NTX Wealth continues to focus on expanding its client base by offering tailored financial solutions that align with individual values and goals. The firm's innovative 3D Assessment™ process and values-based financial planning model provide a unique value proposition in the wealth management industry.
Contact Information
Website
www.ntxwealth.com
Social Media
- LinkedIn: North Texas Wealth Management
- Facebook: North Texas Wealth Management
Headquarters
790 S. Watters Rd, Ste 100, Allen, TX 75013
Note: The above information is based on publicly available sources as of March 9, 2026.
