Good Life Private Wealth

We manage your entire financial picture.

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

5.0

★★★★★

3 reviews

Fee-only private wealth management firm serving high-net-worth families, business owners, and executives with integrated oversight across investments, taxes, estate planning, and risk management.

Call (817) 864-8560

Navigate to Visit website

About

Good Life Private Wealth is a fee-only private wealth management firm that serves high-net-worth families, business owners, and executives requiring integrated oversight. The firm provides a Personal CFO role to coordinate tax, investment, estate, and risk strategies, ensuring decisions remain aligned over time.

Services include Investment Management, Tax-Efficient Strategies, Estate & Legacy Planning, and Equity Compensation Planning, all designed to manage complex balance sheets and coordinate with professional advisors.

Fee-only private wealth management firm

Fiduciary standard with no commissions or product incentives

Integrated oversight across investments, taxes, estate planning, and risk management

Sophisticated scenario modeling and advanced analytical tools

Limited client base for proactive engagement and responsiveness

Services

Personal CFO

Centralized oversight for your entire financial life, coordinating tax, investment, estate, and risk strategy.

Strategic coordination across investments, tax planning, estate considerations, and professional advisors Ongoing relationship built around accountability

Investment Management

Portfolio strategy aligned with broader financial priorities, considering tax structure, liquidity, risk, and long-term goals.

After-tax portfolio construction Integration with tax, estate, and business considerations Sophisticated scenario modeling

Tax-Efficient Strategies

Reducing friction between wealth creation and preservation through integrated tax planning.

Coordinated tax planning across investments, estate, and business structures After-tax outcome focus Coordination with client CPAs

Estate & Legacy Planning

Aligning financial strategy with long-term intent, ensuring continuity and clarity across generations.

Structuring assets for orderly transfer Balancing preservation with access and flexibility Integrating charitable priorities Supporting long-term family objectives

Equity Compensation Planning

Strategic oversight for concentrated and variable compensation, including RSUs, ISOs, and NQSOs.

Management of concentrated stock positions Timing of equity vesting and exercise Tax-aware hedging strategies Coordination with overall wealth strategy