Meyerovitz Darryl

A Vision of Customized Wealth Management

FPA Private Wealth Management is a Dallas, TX-based independent firm offering comprehensive wealth management solutions to high net-worth individuals, families, and corporations. Founded on the principles of integrity, expertise, and personalized attention, we take a collaborative approach to partnering with you to achieve your financial goals.

A Team of Expertise

Our seasoned professionals bring over 65 years of combined experience, guiding clients through all aspects of wealth management. Led by Darryl Meyerovitz, a seasoned entrepreneur and industry leader, we have honed our expertise in estate planning, investment management, business valuation, and taxation.

Tailored Strategies

We understand that each client's financial journey is unique. We take the time to understand your individual aspirations, concerns, and risk tolerance to develop customized wealth management strategies that align perfectly with your goals. Our approach is always centered around your unique needs and aspirations.

Comprehensive Solutions

Our services extend far beyond simply managing investments. We connect you with a network of trusted professionals to address all aspects of wealth management, including:

• Retirement Planning: Guiding you towards the retirement you envision through personalized retirement planning and investment solutions.
• Estate Planning: Managing your assets and ensuring your wishes are honored through comprehensive estate planning services.
• Investment Management: Tailoring a diversified portfolio that aligns with your risk tolerance and financial goals.
• Insurance Solutions: Providing the necessary coverage for your business and personal assets.

Client-Focused Approach

Client satisfaction is our top priority. We approach every engagement with a genuine desire to understand your personal financial objectives and work in your best interests. Our personalized attention and unwavering commitment to open communication ensure your needs are met with constant care and understanding.