Patton Wealth Management, Inc. is a founder-owned and managed investment advisor providing investment management and financial planning services to independent-minded investors.  The firm's self-described  'Super-Diversification' investment strategy aims to deliver superior performance compared to competitors, with fees contingent on outperformance.

Patton Wealth Management, Inc.

Patton Wealth Management | 97 followers on LinkedIn. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.

Financial Advisor at Patton Wealth Management

Nick Vanover

Client Service Manager at Patton Wealth Management

Patty Schoepf

Patton Wealth Management

For those trying to be more eco-friendly, the holiday season is the perfect time to focus on reducing waste. Discover easy ways to gift with purpose.

QUARTERLY MARKET REVIEW 3rd Quarter 2024 Tuesday, November 12 at 12:30 pm (EDT) Please join the team at Patton Wealth Management as we discuss the current state of our markets and how YOUR investments are impacted. Zoom link: https://lnkd.in/gTmzP-gQ Previous review videos are posted at below link: https://lnkd.in/geizxpT7

Choosing to work with a financial advisor can make a positive difference in your life and for the next generations of your family. The support of a professional advisor can help you navigate your most complex financial needs while freeing you to spend time on the things and the people that matter most to you.

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. See how you can make your final tax-saving moves before Dec. 31:

Navigating Medicare's open enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

Nearly 68 million Americans will see a 2.5% increase in their Social Security benefits beginning in January of 2025. Learn more here.

Open Enrollment is a crucial time of year when your Medicare choices can significantly impact your health and finances. Think of it as your annual financial checkup – plans and pricing change every year, so it's important to look closely when reevaluating your current plan during Open Enrollment. When Medicare beneficiaries are unsure how their plan and coverage works, they can wind up paying more for their health care than necessary and miss out on getting the coverage that's available to them. Recent studies show that 65% of Medicare beneficiaries find the program confusing and difficult to understand, so you're not alone in needing support to demystify this process. Open enrollment starts annually in October, so check out this article to learn more and then let's discuss what works best for you and your family.

If you're a caregiver for someone with special needs, be sure they're central to your estate planning. Learn how:

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Mark Patton

Chief Investment Officer, President & Founder

Private Dallas Companies (Top 10K)

Dallas Companies With Fewer Than 10 Employees

Asset Management Companies With Less Than $50M in Revenue (Top 10K)

Texas Retirement Companies

Patton Wealth Advisors offers tailored investment management, advisory, wealth planning, and company retirement planning services.

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