About Us
Our Mission
Texas Wealth Design was founded as a Kingdom company. In all that we do as a company and as individuals, we strive to uphold biblical stewardship principles and practices. We want to help you make wise choices that reflect those principles so you can spend less time worrying about finance and spend more time focusing on what really matters.
In order to better serve our community and our faith, we are committed to learning and getting better for our client's benefits. As of 2019, we have incorporated tax preparation and long-term tax planning, allowing our approach to become more holistic.
We have an analytical and high touch approach to finance, but as people who live, work, and worship in the community, we are also devoted to seeing it prosper.
Our History
Texas Wealth Design was created to provide clients a unique approach to their financial service needs. After 13 years of experience in the financial services industry, Jason Bohmann created Texas Wealth Design to bring sophisticated investment solutions and a universe of insurance program choices to his clients.
Our desire is to bring integrity, experience, and enduring relationships to the planning process. We strongly desire to work with responsible professionals, business owners, and families to help ensure that they have access to quality products and guidance. After working in our industry for more than a decade it is apparent that even the most successful firms and brightest individuals need knowledgeable guidance and honest feedback in the planning process. We are passionate about people, their welfare, and the commitment to creating lasting strategies to plan for all of life’s outcomes.