Empirical Wealth Management

Complete financial peace of mind. The only return worth chasing.

Financial consultant in Fort Worth, TX (show on map)

5.0

★★★★★

1 reviews

Empirical Wealth Management offers personalized, goals-based investment portfolios and holistic wealth management services, including tax compliance, estate planning, real estate advisory, insurance, trustee services, and philanthropic guidance.

Call (817) 961-1990

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About

Empirical Wealth Management is an independent, employee-owned fiduciary firm founded to solve the financial problems of high-net-worth individuals. The firm specializes in simplifying clients' financial complexities and turning their goals into reality through a holistic, multi-disciplinary approach.

Services include goals-based planning & investing, tax compliance & strategy, estate planning, real estate advisory, insurance services, trustee services, and philanthropic guidance. Empirical’s collaborative approach and expertise create confidence that the financial side of life is taken care of exquisitely, enabling clients to move beyond short-term scores to create life-changing wealth that changes lives forever.

Holistic, multi-disciplinary approach

Employee-owned fiduciary

Goal-based returns

Professional trustee services

Philanthropic guidance

Services

Goals-Based Planning & Investing

Customized investment portfolios personalized for clients' goals, considering income, taxes, fees, inflation, risk, laws, liquidity, and unique circumstances.

Holistic, multi-disciplinary approach Goal-based returns Collaborative team of credentialed professionals

Tax Compliance & Strategy

Tax-optimized investment strategies and preparation of tax returns to maximize after-tax returns.

Tax-optimized investments Comprehensive tax planning Ongoing tax compliance

Estate Planning

Holistic estate planning services including revocable living trusts, pour-over wills, and legacy planning to ensure assets are protected and distributed according to the client's wishes.

Multi-disciplinary approach Asset discovery and review Periodic plan updates

Real Estate Advisory

Residential real estate transaction and advisory services to integrate real estate into the client's overall financial strategy.

Transaction support Strategic real estate advisory Integration with financial planning

Insurance Services

Customized coverage on complex insurance products and strategies to manage risk and create opportunity.

Complex insurance product customization Risk management strategies Opportunity creation through insurance

Trustee Services

Professional management of trusts and legacies by qualified, objective trustees to ensure the client's wishes are respected and legacies are protected.

Objective, non-beneficiary trustees Continuity of trust management across generations Emotional support during stressful times Minimization of family strife through professional oversight

Credentials & Certifications

CFP® (Certified Financial Planner)

CPA (Certified Public Accountant)

JD (Juris Doctor)

MPAcc (Master of Professional Accounting)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is goals-based investing? +

Goals-based investing focuses on aligning investment strategies with specific financial goals, considering factors like income, taxes, fees, inflation, risk, laws, liquidity, and unique circumstances to achieve those goals.

How does Empirical ensure tax compliance? +

Empirical provides tax compliance and strategy services, including tax-optimized investment strategies and preparation of tax returns, to maximize after-tax returns and ensure adherence to tax laws.

What is the benefit of using a professional trustee? +

Professional trustees offer objectivity, continuity across generations, emotional support during stressful times, and minimize family strife by managing trusts according to the client's instructions and beneficiary interests.

How does Empirical integrate real estate into wealth management? +

Empirical’s real estate advisory services provide residential transaction support and strategic advisory to integrate real estate holdings into the client's overall financial strategy, optimizing asset allocation and performance.

What is philanthropic guidance? +

Philanthropic guidance at Empirical involves customized planning that aligns charitable giving with clients' values, maximizing the impact of their donations while supporting meaningful causes.