Tower View Wealth Mangement

Tower View Wealth Management is a wealth management firm in Trophy Club, Texas, serving individuals and families across the Dallas-Fort Worth area with personalized financial planning and investment portfolio management. The firm specializes in strategic wealth planning, divorce support, and long-term financial independence, offering tailored solutions that align with clients’ unique goals and values. With a 5.00 rating based on client feedback, the firm emphasizes fiduciary responsibility, transparency, and a client-first approach. Its service area extends throughout Texas, with a strong presence in Southlake and surrounding communities.

The firm was founded by Warren Waters, a CFP® and CDFA® with nearly two decades of experience in financial advising, including leadership roles at TD Ameritrade and SageView Advisory Group. He established Tower View Wealth Management in 2023 with a mission to deliver independent, boutique-level service free from corporate constraints. The firm’s approach centers on building deep, lasting relationships, treating clients like family, and integrating thoughtful investing with comprehensive financial and tax planning. The team focuses on empowering clients through education, empathy, and customized strategies that support both financial security and personal fulfillment.

Located at 300 Morrison Park Drive, Suite 110, in Southlake, Texas, the firm sits within a professional office complex along Morrison Park Drive. The immediate area features commercial and residential developments typical of the region, with access to major regional thoroughfares and nearby business districts. The location is approximately five miles from the Southlake Town Square and a short drive from the Southlake Regional Medical Center.

Tower View Wealth Management demonstrates strong digital presence and credibility, with a well-optimized website that search engines can read clearly and consistently. Its business information is thoroughly documented across online platforms, reinforcing its reliability and visibility. The firm’s commitment to transparency and client-centric service is reflected in its consistent online representation and professional digital footprint.

As a trusted partner in financial independence, Tower View Wealth Management stands out in Trophy Club and the broader North Texas region by combining deep expertise with a personal, family-oriented approach to wealth management.