Broker Check

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.

Additional Detail

Retirement

Guiding you towards the retirement you envision.

Additional Detail

Estate

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

Additional Detail

Insurance

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

Additional Detail

YOUR EXPECTATIONS FULFILLED

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

Offerings

FPA Private Wealth Management

Educational Insights

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Learn More
What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
Learn More
Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
Learn More

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.