Broker Check

Tomiko Arthur 

Senior Client Service Associate

tarthur@swealthadvisors.com

713-527-3400 

Tomiko Arthur has been in the financial services industry for over 25 years.  Beginning with a Broker- Dealer as a Licensing temp and developing a love for Finance, it evolved into a lifelong career. She currently holds a Series 65 license, a Texas Life and Health insurance license, and the SIE. 

Tomiko's Full Bio

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Investment Management

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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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