DeRamus Wealth Management, Wealth Management Company Dallas Fort Worth TX

DeRamus Wealth Management, LLC
Wealth Management Company Dallas-Fort Worth TX
12655 N. Central Expressway, Ste. 1016, Dallas, TX 75243

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Phone: 972.235.9090

About DeRamus Wealth Management Dallas TX

The Firm


If you're looking for a stuffy, impersonal investment firm, staffed with hundreds of employees trying to keep track of thousands of investors well, we're not that firm. At DeRamus Wealth Management we're big on service and being good at what we do. That's the way we prefer to do business. But more importantly, it's the reason so many of our clients keep coming back. They'll tell you we're comfortable, friendly, and genuinely interested in helping you achieve your goals - plain and simple. And isn't that what you really want from your advisors who help you manage your money? Our commitment to providing exemplary financial solutions and services to business executives, their employees, and professionals has earned us a reputation as one of today's leading independent financial consulting firms. How did we do it? By remaining focused on what's important - you!

At DeRamus Wealth Management you will find that we deliver:

  • Proven investment and insurance strategies and solutions
  • Personalized financial planning and consulting services
  • Access to tax planning, estate planning, and other related specialists; and
  • Reasonable fees for our work

Everything it takes to help get you from where you are to where you want to be. So, if you want to place your financial future in the hands of a big, brand-name investment firm where you're known by your social security number, we can't help you. But if you're looking for a company that believes in honesty, integrity, and loyalty, you've come to the right place.

Summit Brokerage Services, Inc


First Clearing, LLC


Your brokerage firm has selected First Clearing, LLC to hold the assets in your account. A registered broker-dealer and non-bank affiliate of Wells Fargo & Company, First Clearing is a leading provider of clearing and custody services to quality financial institutions, including one of the largest retail brokerage firms in the United States. FCC services include transaction execution, operational support, and the production of account statements and tax reporting documents.

Call us today and let us help make your future dreams come true. Phone: 972.235.9090

DeRamus Wealth Management, LLC
12655 N. Central Expressway, Ste. 1016
Dallas, TX 75243
PH: 972.235.9090 | FX:469.484.7235

 
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DeRamus Wealth Management LLC. is an independent firm with securities offered through Summit Brokerage Services Inc., member FINRA/SIPC. Advisory Services offered through Summit Financial Group Inc., a Registered Investment Adviser.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in AL, AZ, CA, CO, FL, GA, LA, MT, NJ, OR, TX and VA. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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