XO Wealth Management

www.xowealth.com

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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Lusha Magic

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Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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Founded

2015

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Potential Decision Makers

  • Senior Client Services Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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