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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

Educational Insights

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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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.