With so many wealth management professionals out there – what makes Metroplex Wealth different? Our business model has been tweaked and perfected through 34 years of experience in the financial industry. Read on to learn more about what sets us apart from the pack:
Well-Rounded Approach to Wealth Management
Prior to opening his own wealth management firm, our founder spent years working for prestigious companies like Merrill Lynch, Smith Barney, UBS, and the like. What he felt was missing was a well-rounded approach to his clients’ financial needs. Sure, he knew investments, but there seemed to be a better way to approach investments, tax planning, and estate planning all under one roof. From there, Metroplex Wealth was born. We work closely with the like-minded tax and estate planning professionals to give our clients a holistic approach to wealth management. This holistic approach helps your money work for you and identifies pitfalls and ways to save you money along the way.
Professional & Certified
When you meet with our team at Metroplex Wealth, you can expect professional, knowledgeable wealth management advisors who cater to your needs first and foremost. Our team has acquired many certifications and professional memberships after completing rigorous training courses to keep up-to-date on the latest investment strategies and products.
Many Financial Products Available
As we mentioned earlier, assessing and understanding your full range of financial needs is our goal here at Metroplex Wealth – the top wealth manager in Southlake, Texas. We offer many financial products, including estate planning and probate, wealth management, retirement planning, asset protection, social security planning, proactive tax planning, and holistic investment strategies to fit your needs.
If you’re looking for the best wealth manager in DFW, then give us a call at Metroplex Wealth and let’s talk about how we can help you achieve your financial goals.