We are here to help you protect the two most important things in your life … YourFamily and Your Assets.
Complete Wealth Management, LLC. is a locally-owned independent insurance agency AND independent wealth management firm – the ONLY independent firm in Denton that offers both services to our clients. We’ve been helping families protect their most valuable assets and plan for their futures for over 10 years, beginning as Jeremy David Financial & Insurance Services in 2005.
Complete Wealth Management, LLC.p prides itself on fostering the highest levels of trust, integrity and respect with its clients while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.