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Text Content

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 * Team
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   * Overview
   * Retirement
   * Estate
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INTENSE CLIENT COMMITMENT

FPA Private Wealth Management’s primary focus is to engage our high net-worth
clients in all of the unique aspects of their wealth management universe.

Meet Our Team


VALUE ADDED

FPA Private Wealth Management is a Dallas, TX based independent Private Wealth
Management firm with more than 65 years of combined experience in creating
specifically customized Wealth Management strategies for individuals, families,
and corporations. The centerpiece of the relationship is based on a total
fiduciary duty in the achievement of your financial dreams and aspirations.





INVESTMENT

Tailored portfolio solutions designed to suit your specific requirements.

Additional Detail


RETIREMENT

Guiding you towards the retirement you envision.

Additional Detail


ESTATE

Managing your affairs to care for those that mean the most to you, now and
beyond.

Additional Detail


INSURANCE

Providing the structure and methods to achieve protection for your business, and
loved ones.

Additional Detail


YOUR EXPECTATIONS FULFILLED

Placing you first, with an intense level of individual attention to your
essential priorities.

Offerings


FPA PRIVATE WEALTH MANAGEMENT

SPECIALIZED

INNOVATIVE

SOPHISTICATED

EXPERIENCED

RESPONSIVE

SPECIALIZED

INNOVATIVE

SOPHISTICATED

EXPERIENCED

RESPONSIVE

SPECIALIZED

DARRYL MEYEROVITZ

CEO


DANI MEYEROVITZ, CFP®

President



MARK SPALDING

Executive Wealth Manager




EDUCATIONAL INSIGHTS


TEEN DRINKING AND YOUR LIABILITY

Drinking may be a “rite of passage” for teens, but when it occurs in your home
you may be held responsible for their actions.
Learn More


HOW TO RETIRE EARLY

Retiring early sounds like a dream come true, but it’s important to take a look
at the cold, hard facts.
Learn More


THE COST OF PROCRASTINATION

Don't let procrastination keep you from pursuing your financial dreams and
goals.
Learn More


UNDERSTANDING YOUR ESTATE: CRITICAL ELEMENTS OF AN ESTATE STRATEGY

Establishing an estate strategy is crucial, yet many wait too long to put their
wishes in writing. Use this helpful guide to review your estate strategy and
start conversations with your loved ones, financial professionals, and legal
team.

First Name
Last Name
Email

Address

Get My Free Guide

CALL

Office: 972-239-7557

Fax: 972-386-7319

VISIT

5001 Spring Valley Road

Suite 1120E

Dallas, TX 75244-8210

CONNECT

contact@finplaninfo.com



CONTACT



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.



Darryl Meyerovitz, Daniel Meyerovitz CFP®, and Mark Spalding are Investment
Advisor Representatives of, and offer securities and investment advisory
services through, Osaic Wealth, Inc. Member FINRA/SIPC, a registered
broker-dealer and registered investment advisor. In this regard, this
communication is strictly intended for individuals residing in the states of AR,
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this regard, kindly note the following information:

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For information concerning the licensing status or disciplinary history of
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**Investors should be aware that investing based upon strategies or models does
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performance is not a guarantee of future results.

Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth.