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FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Armstrong Purselley, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Armstrong Purselley we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

We will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Learn More

Risk Management

While it is impossible to anticipate all the bumps in the road of your life, our Team has the resources to address any challenges that may come along.  Learn more

Tax Planning

While understanding sound tax strategies as a part of your overall wealth management, the practice of working with your CPA in conjunction with our team of advisors is often overlooked.  Learn more

Wealth Planning

We will give independent advice and recommendations based upon your defined needs, risk tolerances, and goals. Learn More

Estate Planning

Properly planned estate management allows you to manage your financial activities during your lifetime as well as after your death.  Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

The Armstrong Purselley Wealth Management Group Mission:

We strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of our clients.  

We are a wealth management firm based in the Dallas/Fort Worth Metroplex specializing in wealth management for those who are retired or will soon be retiring.  Our team provides the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Armstrong Purselley help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Bedford, Texas, Armstrong Purselley has office locations and advisors across Texas. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Armstrong Purselley’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

WMC 9/16
Market Commentary
Weekly Market Commentary – September 16, 2019

Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower. Read more

Roth IRA Conversions, 2019
Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted. Read more

Blog
Under the Influence – Happy Wife, Happy Life?

By Shawndi Purselley, CFP®, CDFA®

Divorce is not a fun topic to discuss.  In addition, there are no shortage of horror stories out there about how poorly they can go.  While you can find many statistics online, most would agree that the divorce rate for Americans is around 40-50% and even higher (60% -73%) for subsequent marriages.   I know a thing or two about this topic! I have been divorced twice and am now happily on my third marriage.  Although statistics are not in our favor, I am determined to beat the odds. Read more

forbes
News
Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

Read More
partner summit video
Video
How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started.

Watch this video to help ensure you’re on track toward retirement. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary – September 9, 2019

    Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.Read more