Independent Objective Wealth and Risk Management Solutions Utilizing a Planned Approach to Target Accomplishment of Your Goals. Placing You First with an Intense Level of Individual Attention to your Personalized Requirements. YOU are first and foremost in all aspects of our commitment to you and yours.
The monitoring and oversight of our firms many strategies is led by a dedicated team with combined financial service experience of more than 65 years and is specifically designed to conform with our clients' stated requirements. A fully accessible, highly responsive, and innovative approach allows for the potential achievement of defined client financial goals and the desired long-term financial independence.
The monitoring and oversight of our firms many strategies is led by a dedicated team with combined financial service experience of more than 65 years and is specifically designed to conform with our clients' stated requirements. A fully accessible, highly responsive, and innovative approach allows for the potential achievement of defined client financial goals and the desired long-term financial independence.
Services
Mission Statement - To place the interests and well-being of our clients ahead of anything else. Enhancement of the wealth of existing and prospective clients, while at all times striving to maintain as a priority the preservation of their capital. FPA Private Wealth Management's primary focus is to assist our high net-worth clients with all of the unique aspects of their financial requirements.
We offer comprehensive, customized solutions across a broad spectrum of financial services, working with accomplished professionals in estate planning, taxation, valuation, and other specialized disciplines, as and when indicated. The firm adheres to an in-depth, disciplined protocol to gain an intense understanding of each client's specific financial and personal circumstances and expectations.
Darryl Meyerovitz, founder and CEO of Financial Planning Associates, established an independent financial services boutique in Dallas in 1982, after the sale of his financial wealth management practice in Johannesburg, South Africa. Dani began his career in 2000 with UBS in New York.
After spending two successful years working in various aspects of investment management and research, which developed his strong analytical knowledge base, he moved to Dallas and.Jay joined our firm in 2007 with a focus on devoting his considerable skills to services offered by the Firm. He has proven to be a strong resource to our firms capacity for analyzing, evaluating, and implementing complex insurance.
After spending two successful years working in various aspects of investment management and research, which developed his strong analytical knowledge base, he moved to Dallas and.Jay joined our firm in 2007 with a focus on devoting his considerable skills to services offered by the Firm. He has proven to be a strong resource to our firms capacity for analyzing, evaluating, and implementing complex insurance.
Provision of specialized, comprehensive services and consultative interaction with clients and their other professional advisors, enables maximization of resources that strives to achieve a combination of efficient, effective, and appropriate strategies. Strategies for estate planning and liquidity, succession, and tax issues are identified and addressed in the process of consulting with the client's legal and accounting professionals.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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