Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Wealth Management
FCA Corp has served as a trusted advisor to high-net-worth individuals and families since 1975. As an independent, fee-only wealth management firm, we specialize in comprehensive financial planning, investment management, and tax strategy tailored to clients' lifelong goals. Our multidisciplinary team includes credentialed professionals with expertise in CFP, CPA, JD, and MBA disciplines. We maintain a fiduciary responsibility to clients, prioritizing their interests through our proprietary 'The Way Forward' planning process. With decades of experience navigating multiple market cycles, our team delivers personalized solutions that integrate estate planning, retirement strategies, and charitable giving.Our in-house tax professionals provide specialized services including complex estate tax filings and strategic compliance solutions. Headquartered in Houston with a Fort Worth office, we serve clients nationwide through a boutique, family-office approach. Our commitment to service excellence has earned us recognition as one of Houston Business Journal's Best Family-Owned Businesses. We maintain transparency through fee-only compensation and avoid conflicts of interest by not selling proprietary products.
Services
Financial Planning
Investment Management
Estate Planning
Retirement Planning
Insurance Solutions
Education Planning
Charitable Giving
Services for Businesses
Details
- Year established: 1975
Highlights and features
- We offer 50 years of experience navigating multiple market cycles
- Our team includes credentialed professionals with CFP, CPA, JD, and MBA designations
- We employ a proprietary 'The Way Forward' planning process for personalized solutions
- We provide in-house tax planning and compliance services for complex situations
- We maintain fiduciary responsibility with fee-only, conflict-free compensation
What people say
50 years of experience
Credentialed professionals
Personalized solutions
Family-office approach
Lifelong commitment
Services
Financial Planning
Our comprehensive financial planning service develops customized strategies aligned with your life goals. Using our proprietary 'The Way Forward' process, we analyze your complete financial picture to create actionable plans covering investment management, tax optimization, and risk management. Our credentialed advisors provide ongoing guidance through all life stages, ensuring your financial strategy evolves with changing circumstances while maintaining fiduciary responsibility to your best interests.
Investment Management
We offer tailored investment management solutions that balance risk and return objectives across global markets. Our experienced team employs both active and passive strategies while maintaining tax-efficient approaches. With access to alternative investments and private offerings, we construct diversified portfolios aligned with individual risk profiles. Our investment philosophy emphasizes disciplined decision-making free from emotional influences, supported by decades of experience navigating complex market cycles and economic environments.
Estate Planning
Our specialized estate planning service integrates legal and tax considerations to preserve wealth for future generations. Working with JD and CPA credentialed professionals, we coordinate with legal counsel to implement effective trust structures and minimize tax liabilities. The service includes preparation of estate tax forms, beneficiary designation strategies, and administration support. Our approach ensures seamless wealth transfer while honoring clients' charitable intentions and family legacy objectives through comprehensive documentation and ongoing plan maintenance.
Retirement Planning
We develop customized retirement plans that address income sustainability, tax efficiency, and lifestyle maintenance. Our analysis includes Social Security optimization, required minimum distribution planning, and healthcare cost projections. The service incorporates investment management tailored to retirement timelines while addressing long-term care considerations. With expertise in qualified plan rollovers and tax-efficient withdrawal strategies, we help clients transition smoothly into retirement while maintaining portfolio growth potential through our disciplined investment management approach.
Tax Planning
Our in-house tax planning service provides comprehensive compliance and optimization strategies integrated with overall financial planning. Certified professionals handle complex filings including estate tax returns and gift tax reporting while developing proactive tax minimization strategies. The service covers individual, trust, and business entity taxation with emphasis on coordination across all financial aspects. We specialize in step-up in basis calculations and estate tax exemption transfers, ensuring tax-efficient wealth preservation through both short-term compliance and long-term strategic planning.
People
Robert Scharar
Founder & CEO
Robert Scharar established FCA Corp in 1975 and serves as its CEO. With dual credentials as CPA and JD, he brings over four decades of experience in wealth management and tax strategy, guiding the firm's strategic direction while maintaining active client relationships.
Ryan Scharar
President & Director of Tax
Ryan Scharar leads the firm's tax division with expertise in complex tax planning. Holding CPA, JD, and MBA credentials, he specializes in integrating tax strategies with comprehensive wealth management solutions while maintaining active involvement in client advisory services and firm leadership.
Christina Doherty
Vice President & Director of Financial Planning
Christina Doherty oversees financial planning operations with dual CPA and JD credentials. She specializes in developing comprehensive wealth management strategies, focusing on personalized client solutions that integrate tax and estate planning considerations through the firm's proprietary planning process.
Wes Yuhnke
Chief Investment Officer
Wes Yuhnke manages investment strategies with an MBA credential. He leads portfolio construction and asset allocation decisions, applying global market expertise to develop diversified investment solutions that align with client risk profiles and long-term financial objectives.
William LeVay
Chief Compliance Officer
William LeVay ensures regulatory compliance with dual CPA and JD credentials. He oversees risk management protocols and maintains the firm's fiduciary standards while supporting complex estate and tax planning initiatives through his legal and accounting expertise.
Questions
What makes FCA Corp different from other wealth management firms?
Our multidisciplinary team combines CFP, CPA, JD, and MBA credentials with 50 years of experience. We offer in-house tax planning, proprietary 'The Way Forward' process, and maintain fiduciary responsibility through fee-only compensation.
How does FCA Corp approach financial planning?
We use our proprietary 'The Way Forward' process for comprehensive, goals-based planning that integrates investment management, tax strategy, estate planning, and retirement preparation tailored to each client's unique circumstances.
What services do you offer for business owners?
We provide pre-sale and post-sale liquidity planning, entity selection guidance, exit strategy development, and operational consulting to help business owners transition their enterprises while optimizing personal wealth outcomes.
How are your investment management services structured?
Our investment approach combines active and passive strategies with access to alternative investments. We create diversified portfolios aligned with risk tolerance while emphasizing tax efficiency and long-term growth through global market analysis.
What tax planning services do you provide?
We offer in-house tax compliance and strategy services including complex estate tax filings, gift tax planning, step-up in basis calculations, and integration of tax optimization with overall wealth management strategies.
How do you work with multi-generational families?
Our estate planning specialists coordinate wealth transfer strategies across generations using trust structures, charitable giving vehicles, and tax minimization techniques to preserve family legacy while meeting current and future needs.
