Helping You Pursue Financial Freedom​

Welcome to
Texas Private Wealth Advisors

 

We believe everybody wants to reach Financial Freedom and that can mean and look different for everyone. We work intelligently to help keep your goals and dreams in focus. Our unique approach considers income, tax bracket, retirement goals, estate plans, and current assets to create a holistic plan that’s completely customized for you.

What We Do

Financial Planning

Our "Freedom Plan" is

our Wealth Planning Process that organizes our clients' most important financial aspects of their life.

 

Investment Management

We focus on establishing

an investment strategy that aligns with your financial goals and includes a strategy that seeks to avoid a negative sequence of returns. 

401K For Your Business

As a business owner, you know the importance of a great 401K plan. There may be additional solutions to

help you and your Partners defer taxes.

"Planning is bringing the future into the present so that you can do something about it"

- Alan Lakein, Author

WE BUILD YOUR PERSONAL PORTFOLIO

We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.

CONTACT US

HEADQUARTERS

17304 Preston Road.  Suite 800
Dallas, Texas 75252
(214) 382-4751

Se Habla Español

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

This site is designed for U.S. Residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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©2019 by Texas Private Wealth Advisors.