Our Wealth Management Services

Your Partner. Your One-Stop Shop. For Life.

As your partner through all life stages, our 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.

Wealth management services include:

Comprehensive Personal Financial Planning

We will develop a comprehensive 360-degree goals-based plan for your life.
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Tax Planning & Preparation

Our team offers a range of tax services including consulting, tax compliance, and the preparation of state and federal tax returns.
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Investment Management

The FCA Corp investment team has access to a wide range of investments - allowing us to meet your individual risk-reward requirements efficiently.
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Education Planning

Together we will help you explore all of your options to find the college savings account that is right for your situation.
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Estate Planning

When creating estate plans, we will review and comment on wills, trusts, power of attorneys and health care directives to increase the likelihood of successful implementation.
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Insurance Planning

We will review your existing insurance coverage and recommend personal insurance solutions including life, disability, and long-term care insurance. We are not insurance agents.
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Retirement Planning

We will help you define a clear roadmap to support your income and desired lifestyle in retirement.
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Charitable Planning

Our team is well equipped to help you develop a carefully constructed charitable giving strategy that’s tax-efficient and enhances the benefits to you, your family and the causes you care about.
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Wealth Management and Planning in Houston

FCA Corp has offered individuals, families and business owners comprehensive wealth management and planning since 1975. Our multidisciplinary team, that includes individuals holding credentials such as CFP®, CPA, MBA, and JD, collaborates closely with you to develop and implement a comprehensive, personalized plan that aligns with your goals and helps you navigate The Way ForwardTM for each stage of your life.

When you partner with FCA Corp, you’re choosing a trusted partner for life. Our Houston services include comprehensive financial planning, tax planning and preparation, investment management, retirement planning and more. Contact us today to get started.

Wealth Management and Planning in Fort Worth

At FCA Corp, we have offered individuals, families and business owners comprehensive wealth management and planning since 1975. Our multidisciplinary team, that includes individuals holding credentials such as CFP®, CPA, MBA, and JD, collaborates closely with you to develop and implement a comprehensive, personalized plan that aligns with your goals and helps you navigate The Way ForwardTM for each stage of your life.

Our Fort Worth office opened to serve business owners, executives and professionals and provides services such as comprehensive financial planning, tax planning and preparation, investment management, retirement planning and more. Contact us today to get started.