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.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
We will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Learn More
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
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
We will give independent advice and recommendations based upon your defined needs, risk tolerances, and goals. Learn More
Properly planned estate management allows you to manage your financial activities during your lifetime as well as after your death. Learn more
Please provide your name and email and we will have an advisor contact you.
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.
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 are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
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.
Armstrong Purselley’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
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I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Read more
The S&P 500 plunged 2.6% last week as economic data remained soft and the Trump administration surprised investors by threatening tariffs on Mexico over immigration concerns, rather than trade negotiations. The global MSCI ACWI dropped 1.9% as international markets held up slightly better than the U.S. The Bloomberg BarCap Aggregate Bond Index soared 0.9% on worries tariffs and the associated uncertainty will push rates lower. Read more
