We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.

At XO Wealth Management, we are committed to improving our local community and recognize the need to give back and make a positive contribution to our society.

We have focused on improving Financial Literacy for the youth because we believe that financial literacy for students is vital to helping ensure financial wellness for our youth and community as a whole.

Any improvement in financial literacy will have a profound impact on consumers and their ability to provide for their future while avoiding the pitfalls of debt. Recent trends are making it all the more imperative that consumers understand basic finances because they are being asked to shoulder the burden of investment decisions in their investment accounts while having to decipher more complex financial products and options. The tasks are not easy but a better understanding can ease the burden tremendously.

With a solid understanding of personal finances, we can tackle any financial struggles proactively in order to improve our quality of life. We believe a strong start sets young people up for long term success and financial well-being.

Some of the local financial literacy programs we have supported include:

  • Past Member - Board of Directors for Wednesday’s Child Development Program
  • United Way of Tarrant County
  • United Way of Metropolitan Dallas
  • McShan Reading Homeroom
  • Junior Achievement of Dallas
  • Frisco ISD
  • Plano ISD
  • FairHill School
  • Securities Industry and Financial Markets Association (SIFMA): Invest Write

Raymond James is not affiliated with the above organizations and/or charitable causes.