Intense Client Commitment
FPA Private Wealth Management’s primary focus is to engage our high net-worth clients in all of the unique aspects of their wealth management universe.
Value Added
FPA Private Wealth Management is a Dallas, TX based independent Private Wealth Management firm with more than 65 years of combined experience in creating specifically customized Wealth Management strategies for individuals, families, and corporations. The centerpiece of the relationship is based on a total fiduciary duty in the achievement of your financial dreams and aspirations.
Investment
Tailored portfolio solutions designed to suit your specific requirements.
Estate
Managing your affairs to care for those that mean the most to you, now and beyond.
Insurance
Providing the structure and methods to achieve protection for your business, and loved ones.
YOUR EXPECTATIONS FULFILLED
Placing you first, with an intense level of individual attention to your essential priorities.
FPA Private Wealth Management
Educational Insights

Bull & Bear Markets: A Timeline

18 Years’ Worth of Days

Healthcare Costs in Retirement
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.