FCA Corp - Fort Worth
Comprehensive Wealth Management and Planning Since 1975
FCA Corp offers comprehensive wealth management and planning services for individuals, families, and businesses since 1975.
About
Since 1975, FCA Corp has been a trusted independent, fee-only private wealth management firm dedicated to serving high-net-worth individuals and families through multiple generations. The firm offers comprehensive wealth management and planning services, including financial planning, investment management, estate planning, retirement planning, tax planning & preparation, insurance solutions, education planning, and charitable giving.
FCA Corp serves retirees & pre-retirees, executives, business owners, and financially independent women, with offices in Houston and Fort Worth. The multidisciplinary team holds credentials such as CFP®, CPA, MBA, and JD, providing personalized, tax-conscious plans aligned with clients' life goals.
Services
Financial Planning
Comprehensive 360-degree goals-based planning for life.
Investment Management
Access to a wide range of investments to meet individual risk-reward requirements.
Estate Planning
Review and comment on wills, trusts, power of attorneys, and health care directives.
Tax Planning & Preparation
Consulting, tax compliance, and preparation of state and federal tax returns.
Insurance Solutions
Personal insurance solutions including life, disability, and long-term care insurance.
Education Planning
Exploring college savings options to find the right account for your situation.
