Effective Game Plan


Advice in Common Language


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You Deserve To Understand What’s Happening With Your 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 Aptus Wealth Planning, 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.

1

QUESTION

What are you going to do with my money?

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

2

QUESTION

Can you handle the complexity of my situation?

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

3

QUESTION

How can you make my life easier?

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

Whether you’re investing hundreds or millions, at Aptus Wealth Planning 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

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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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*


Insights

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

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