Our Mission

How We Work

There is an intimacy of knowing your neighbor and accountability that comes with living in a small town. The goal of Dovetail Wealth Management has been to provide small town, personalized service with best-in-class planning insights and resources that you would typically find in larger markets such as Austin, Dallas, or Houston. We have decades of experience helping families and small businesses in our community reach their personal and financial goals. We are proud to provide our brand of small town service to clients throughout Texas and the United States.

Many of our clients are referred to our office by family, a friend, or co-workers. Some people come to us with a very specific need. Others want help making sense of their financial life, but do not know exactly where to start, or how to articulate it. We welcome both types of clients.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our process starts by listening and asking questions to understand what is important to you, and how you define success. From those conversations, we lean on our 25 years of experience, knowledge, and wisdom to create a plan specifically tailored to each client. Our office continually invests in both human capital and the latest financial and tax planning software to help create, execute, and monitor your financial plan. It is a relationship built on trust.

Our History

Dovetail Wealth traces its roots back to 1998 when Louis Hughes took over a small, independent office located in the lobby of City National Bank in Taylor, TX. Being independent is important as it gives our office great flexibility in the ability to meet each client’s unique needs. In 2018, Louis registered Dovetail Wealth Management, LLC, as a Registered Investment Advisory firm with the SEC in an effort to create additional scale to best serve and guide our clients.

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