Wealth Management in Southlake, Texas for Business Owners and Families
Pro Capital Wealth Management is a Southlake, Texas firm that works primarily with entrepreneurs, business owners and families with $1M+ in investable assets.
We help clients grow and protect what they’ve built with one coordinated plan.
The short answer.
Pro Capital Wealth Management is a Texas state-registered investment adviser on N. Kimball Avenue in Southlake. The firm serves business owners and families across Dallas-Fort Worth with portfolio management, financial planning, tax-aware strategy and coordination with clients’ CPAs and estate attorneys.
Who we work with.
First-generation business owners whose company has become the family's main source of wealth.
Founders preparing for a sale or liquidity event.
Families with $1M+ in investable assets who want one coordinated plan.
What we help with.
- Portfolio management
- Financial planning
- Tax-aware investment strategy
- Asset protection thinking (coordinated with your attorney)
- Estate and legacy coordination
- Business-owner and exit planning
- Retirement plan (401k) consulting for business owners
Areas we serve.
Southlake, Grapevine, Colleyville, Keller, Westlake, Trophy Club, Roanoke, Flower Mound, Argyle, Fort Worth, Dallas and the wider Dallas–Fort Worth area, plus clients in states where we’re registered or exempt from registration.
Visit or call.
Pro Capital Wealth Management
578 N. Kimball Avenue Suite 120, Southlake, TX 76092
Central Time
OFFICE HOURS
- Monday – Thursday9:00am – 5:00pm
- Friday9:00am – 2:00pm
- Saturday – SundayClosed
Closed weekends and federal holidays.
Questions people ask
See where your plan has gaps.
Take the 3-minute VAULT Scorecard to see where you’re exposed, or tell us about yourself and we’ll follow up.
Someone from the Pro Capital office will be in contact with you within one business day.
Pro Capital LLC is a Texas state-registered investment adviser. Registration does not imply a certain level of skill or training.