By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Advice in Common Language
Straightforward Fees
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)?
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.
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.
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.
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.
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.
Insights
Armstrong Purselley’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary March 18, 2019The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more
Monthly Newsletter
Retirement Fund Catch-Up Contributions: An Ace Up ...For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more
Blog
Tax Cuts and Jobs Act Changed Things ...The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more
Video
Q1 2019 Quarterly Market UpdateCarson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
Read more
News
Wall Street managers have cost Americans more ...Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Weekly Market Commentary
- Weekly Market Commentary March 11, 2019
The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more
