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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.

Meet Our Team

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.

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Retirement

Guiding you towards the retirement you envision.

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Estate

Managing your affairs to care for those that mean the most to you, now and beyond.

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Insurance

Providing the structure and methods to achieve protection for your business, and loved ones.

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YOUR EXPECTATIONS FULFILLED

Placing you first, with an intense level of individual attention to your essential priorities.

Offerings

FPA Private Wealth Management

Experienced

Responsive

Specialized

Innovative

Sophisticated

Darryl Meyerovitz

CEO

Dani Meyerovitz, CFP®

President

Mark Spalding

Executive Wealth Manager

Educational Insights

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Surprises

Making the most of surprises is a great reason to work with us.

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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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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.