Pro Capital Wealth Management

Wealth Management for Entrepreneurs

Financial planner in Southlake, TX (show on map)

5.0

★★★★★

44 reviews

Financial planning, tax strategy, asset protection & legacy design - in one coordinated plan. Serving entrepreneurial families with $1M+ in assets across Dallas–Fort Worth and beyond.

Call (817) 912-1223

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About

Pro Capital specializes in coordinating financial planning, tax strategy, asset protection, and legacy design services tailored for entrepreneurial families with $1M+ in assets. Serving the Dallas–Fort Worth region and beyond, the firm emphasizes a holistic approach to wealth management, ensuring clients' financial futures are secured and aligned with their values.

Coordinated financial planning, tax strategy, asset protection, and legacy design

Focus on entrepreneurial families with $1M+ in assets

Proven sales and planning system

Training and mentorship through Pro Capital University

Conservative, faith-driven values and family-first priorities

Services

Wealth Management for Entrepreneurs

Financial planning, tax strategy, asset protection & legacy design - in one coordinated plan. Serving entrepreneurial families with $1M+ in assets across Dallas–Fort Worth and beyond.

Comprehensive financial planning Tax strategy optimization Asset protection services Legacy design planning

Advisor Careers

Financial advising roles for licensed professionals and trainees, focusing on high-net-worth clients and a proven sales and planning system.

Work with business owners and entrepreneurs Proven sales and planning system Training and mentorship through Pro Capital University Two career tracks: Advisor and Trainee-to-Advisor

Insurance Agent Careers

Opportunities for licensed or aspiring insurance agents to deliver full-scale financial solutions alongside a wealth management team.

Access to financial planning expertise Clear growth path to advisory roles Coaching and real support Serve clients with protection-first strategies

Credentials & Certifications

Founder of Pro Capital Wealth Management

Author of 'Built, Not Broke'

Reviews

Rating

★★★★★

Reviews

"They have provided quality referrals almost immediately."

Frequently Asked Questions

What services does Pro Capital offer? +

Pro Capital offers comprehensive wealth management services including financial planning, tax strategy, asset protection, and legacy design for high-net-worth entrepreneurial families.

Who are the career opportunities at Pro Capital? +

Pro Capital provides career paths for financial advisors and insurance agents, with structured training and mentorship through Pro Capital University.

What is the mission of Pro Capital? +

Pro Capital’s mission is to protect and grow entrepreneurial wealth through coordinated financial planning, tax strategy, asset protection, and legacy design.

How does Pro Capital support its advisors? +

Pro Capital supports advisors with a proven sales and planning system, ongoing coaching, mentorship through Pro Capital University, and a collaborative team environment.

What is the philosophy behind Pro Capital’s approach? +

Pro Capital’s philosophy centers on conservative, faith-driven values, family-first priorities, and the belief that legacy is forged through disciplined, strategic financial planning.

How can I schedule a goals call with Pro Capital? +

You can schedule a goals call by visiting the 'Schedule Your Goals Call' section on the Pro Capital website and selecting a convenient time slot.