TL Private Wealth

Customized Planning. Comprehensive Advice.

Financial planner in Southlake, TX (show on map)

TL Private Wealth offers fee-based financial planning and wealth management services focused on client best interests.

About

TL Private Wealth was established in 2013 by two advisors who left a large corporate firm to prioritize client interests. The firm offers fee-based financial planning, comprehensive wealth management, and investment management services designed to protect, preserve, and grow clients' wealth while addressing complex financial issues across all life stages.

Relationship-focused

Fiduciary Standard

Customized, Comprehensive Planning

Independent Investment Management

Services

Wealth Management

Protecting and preserving clients’ wealth and legacy with a focus on risk management.

Investments Liabilities Business Succession Planning Stock Options Estate Planning Charitable Inclinations Trustee and Executor Issues Retirement Planning Insurance Gifting

Financial Planning

Customized financial plans designed to align with individual goals and adapt to changing circumstances.

Investment Allocation Tax Optimization Retirement Planning Estate Planning Flexible Strategy

Investment Management

Discretionary management of client portfolios using a variety of investment vehicles.

Discretionary Management Customized Strategies Diversified Portfolio Independence from Proprietary Investments

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™

Since 2013

CRPC®

Since 2013

Frequently Asked Questions

What makes TL Private Wealth different from other advisors or financial planners? +

TL Private Wealth is a relationship-focused firm prioritizing client best interests over sales, distinguishing it from advisors primarily interested in selling investments or insurance.

What is a fiduciary standard? +

A fiduciary must act in the client's best interest at all times, with a legal obligation to prioritize client interests over the advisor's own, forming the cornerstone of TL Private Wealth's business model.

How do you approach investments? +

Investment philosophy is tailored to each client's unique needs, utilizing diverse vehicles like individual bonds, mutual funds, ETFs, and third-party managers, without proprietary investments to avoid conflicts of interest.

What are your fees? +

Fees vary based on investment strategy, client relationship specifics, and other factors, determined and discussed on a case-by-case basis.

Where are my assets held? +

Client assets are held with Fidelity Custody and Clearing, Inc., a separate and unaffiliated custodian, ensuring client assets are managed independently from TL Private Wealth.