Wealth Management

For those with assets of $10 million and above, PCIA North Texas offers scaled up services and a team to oversee your wealth. At many financial advisory firms, you’ll find that only the conventional categories of investments are considered, such as stocks, bonds, or cash. At PCIA North Texas, as part of Prime Capital Investment Advisors, we recognize that those with high net worth need more. We have access to dozens of alternative options which may fit your investing profile, including private equity and other strategies not available through most advisory firms. We tailor your personalized strategy after a careful assessment of your specific goals, your risk tolerance, and your desires for your future and retirement. And we always incorporate a larger, holistic view, including tax mitigation, estate & legacy planning, and multigenerational wealth transfer desires.