Financial Advisor and Financial Planner in Fort Worth
Comprehensive Wealth Management in Fort Worth
Tailored financial planning services since 1975
FCA Corp provides individuals, families and business owners comprehensive wealth management in Fort Worth. As your partner through all life stages, our Fort Worth multidisciplinary team collaborates and works together to help you solve even the most complex situations related to taxes, financial planning, wealth transfer issues and even strategic business consulting all under one roof.
We recognize that each client is unique, and that’s why there is no one-size-fits-all planning menu. You can expect wealth management services tailored to your unique needs, delivered by an integrated team of professionals working in lock step with your goals for your entire life journey.
Financial advisors in Fort Worth that are your trusted partner for life
At FCA Corp, our team of dedicated professionals, with designations that include CFP®, CPA, JD, MBA and Tax – LLM, are equipped to handle more complex situations and tax strategy nimbly and in-house – meaning that we can truly be at the center of your financial life.
Our financial advisors in Fort Worth work closely and collaboratively with you to develop a personalized wealth management plan that meets your goals and aspirations, taking into account your personal and family values. Our 360-degree, goals-based customized plans begin with understanding all aspects of your financial life. FCA Corp’s Fort Worth wealth management and financial planning services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Education planning
- Insurance solutions
- Charitable giving with tax strategies in mind
- Services for businesses
Fort Worth Office
1515 8th Ave.
Fort Worth, Texas 76104
Phone: (817) 984-3132
Hours: 8:30 AM – 5:30 PM
Why choose FCA Corp with your comprehensive wealth management in Fort Worth?
FCA Corp has been offering individuals, families and business owners comprehensive wealth management and planning since 1975. We are guided by a strong ethos of service – a constant ever since Robert Scharar founded FCA Corp 50 years ago. Today, this tradition is upheld by the next generation leadership team alongside Ryan Scharar, JD, CPA, MBA and Christina Scharar-Doherty, JD, CPA, MSA.
• Tailored investment advice centered around you
As a fee-only registered investment advisor, we make decisions keeping your best interests in mind. You can be confident that our financial advisors in Fort Worth are advocating for you.
• A comprehensive 360-degree plan
Our extensive financial planning process is based on developing a comprehensive 360-degree goals-based plan anticipating your needs and being proactive about helping you achieve your life goals.
• In-house tax preparation & planning
Unlike most wealth management firms, tax preparation and planning is integrated with your overall financial plan. We have the ability to work with your existing CPA, or if appropriate, provide you with in-house tax planning, compliance and preparation. Our highly credentialed tax team has decades of combined experience, allowing us to work nimbly on complex tax planning issues.
• Sophisticated investment expertise
Our asset management capabilities are informed by a truly global perspective. Access to a wide range of investment information and different traditional and alternative investment products allows us to meet your individual goals.
• Boutique, family-office experience
As a boutique firm, we have the agility to serve you and give you prompt, individualized attention in Fort Worth. We work closely and collaboratively with you to develop a personalized wealth management plan that meets your goals and aspirations, taking into account your personal and family values.
• An integrated, multi-disciplinary team-based approach
We employ an integrated team-based approach that allows us to use our collective strengths to quarterback the people and resources to help grow and protect your wealth. You can be confident that we bring together the right team of Financial Advisors in Fort Worth to support your entire wealth journey.