Private Wealth Advisors
Planning for a strong financial future requires varied expertise and solutions. That’s why Texas Capital Bank built an integrated Private Wealth Advisors team to help meet all your wealth management needs. We work hard to make our clients’ lives easier.
We build long-term relationships — not just our clients’ wealth.
While we have the services and solutions to fulfill our clients’ every need, what is even more uncommon is the way in which we serve our clients. Inspired by a culture that commends and demands a client-centric approach, our Private Wealth Advisors team completes extensive and thoughtful planning before any investments are made. Our deep experience enables us to identify gaps, uncover opportunities and bring new ideas to a financial plan that’s sure to provide a confident future — one that you can hold us accountable to.
Our clients have our attention and our extended expertise.
We work collaboratively not just with our clients and their outside counsel and CPAs, but also with the diversely experienced experts within Texas Capital Bank, enabling us to bring in additional insights and solutions as our clients’ needs change. When you work with Texas Capital Bank’s Private Wealth Advisors team, you not only get direct access to a team that understands your financial needs, you also gain all the resources of a respected financial institution focused on serving businesses and entrepreneurs.
Deep Discovery and Superior Planning
Our extensive financial and estate planning allows us to truly get to know our clients and their families on a personal level and deliver detailed strategies designed to achieve their goals and build their legacy. Our planning makes all the difference in performance — and it’s an example of the kind of value we deliver even before we enter into partnerships with clients.
Flexible Solutions with Aligned Decision-making
Integrated under one umbrella, our solutions include Financial and Estate Planning, Investment Management, Brokerage, Risk Management, Donor Advised Funds, Trust/Estate Administration and Banking. Plus, our decision-makers are local and truly understand the effects those decisions can have. We work diligently to ensure clients are fully aligned with every action and allocation.
A Neutral Position for Unbiased Recommendations
We are committed to building trust with clients that lasts for many generations. By not creating our own proprietary products, we are able to remain independent and objective about which we recommend.
Robust Investment Technology
Our investment technology is transparent and gives our clients control and visibility, including tailored performance reporting and anytime access to investment accounts, financial plans and other critical financial and estate documents.
Private Banking is provided by Texas Capital Bank (the “Bank”). Advisory services are offered through Texas Capital Bank Wealth Management Services, Inc. d/b/a Texas Capital Bank Private Wealth Advisors (“PWA”), a wholly owned subsidiary of the Bank and an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Brokerage services are offered through Kingswood Capital Partners, LLC (“Kingswood”), Member FINRA/SIPC. Texas Capital Bank Private Wealth Advisors and Texas Capital Bank are not registered broker/dealers and are independent of Kingswood. Investments and insurance products are not insured by Bank insurance, the FDIC or any other government agency; are not deposits or obligations of the Bank; are not guaranteed by the Bank; and are subject to risks, including the possible loss of principal. Nothing herein is intended to constitute an offer to sell or buy, or a solicitation of an offer to sell or buy securities.
Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. You should carefully read and review all information provided by PWA, including PWA’s Form ADV, Part 2A brochure and all supplements thereto, before making an investment.
Neither PWA, the Bank nor any of their respective employees provides tax or legal advice. Nothing contained on this website (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at PWA can work with your attorney to facilitate the desired structure of your estate plan. The information contained on this website is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of PWA or the Bank.