Private Wealth Management in Frisco, TX
Private Wealth Managementin Frisco, TX
As a fee-based, fiduciary firm with national roots, we help business owners, families, and individuals in the Frisco and Dallas-Fort Worth area align their investments, tax strategy, and financial goals into one coordinated plan. Our role is to simplify the complexities of financial planning and provide clarity, giving you peace of mind about your financial future.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
NAPA’s Top DC Advisor Teams Multi-Office for 2026
2026
50 RIA Firms To Watch 2026
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Is Private Wealth Management From Procyon Right For You?
Procyon frequently works with high-net-worth individuals and families, business owners and entrepreneurs, executives navigating growing income and complexity, and families planning for retirement or generational wealth.
You may benefit from private wealth management if you are:
- Experiencing greater financial complexity
- Preparing for retirement
- Managing significant assets or liquidity events
- Seeking more tax-efficient strategies
- Looking for a long-term financial partner
At Procyon, our financial advisors begin with a clear understanding of your financial life, which typically includes reviewing your assets, income, tax considerations, and long-term financial objectives.
From there, we develop a strategy designed to help you:
- Align your investment strategies with your financial objectives
- Improve tax efficiency through thoughtful planning
- Build a structured plan for retirement and long-term financial security
- Protect and preserve wealth across generations
Our approach delivers tailored advice that reflects your unique needs and helps you navigate life decisions, bringing greater structure and perspective to your finances.
MEET OUR ADVISORY TEAMBenefits of Procyon's Disciplined Approach to Wealth Management
- Fiduciary Advice That Prioritizes Your Best Interests
- A Transparent, Fee-Based Model
- A Collaborative Team With Expertise Across Investments, Tax, and Planning
- A Full Suite of Services Under One Roof
- Long-Term Relationships Built On Trust and Accountability
- Wealth Management Made Simple From a Trusted National Advisory Firm
A Cohesive Approach to Optimizing Your Financial Life
Private wealth management is most effective when every part of your financial life works together. Our approach focuses on three core areas to position your wealth for sustainable growth while managing complexity along the way.
Investment Management
A disciplined strategy designed to help grow and manage your assets over time.
- Guidance informed by Procyon’s in-house investment team and a disciplined, research-driven approach
- Portfolio construction aligned with your financial goals
- Ongoing monitoring and adjustments to your portfolio as needed
- Risk management tailored to your time horizon
Tax Strategy & Efficiency
Thoughtful planning to help reduce tax impact and improve long-term outcomes.
- Tax-aware investment strategies
- Coordination with tax planning and accounting
- Capital gains and income tax optimization
- Planning for liquidity events and retirement distributions
Retirement & Long-Term Planning
A structured plan designed to support your lifestyle and financial longevity.
- Retirement income planning and withdrawal strategies
- Social Security and distribution timing
- Long-term financial projections and scenario modeling
- Planning for your family’s future across generations
Explore Wealth Management Services
Private Wealth Management That Evolves with You
As your wealth grows, your financial strategy should evolve with it. As a boutique firm with enterprise-level capabilities, our tailored private wealth management services reflect the increasing complexity of high-net-worth and ultra-high-net-worth clients and the new demands of their growing financial lives.
Create a Strong Foundation
Align your investments with your financial goals and establish a disciplined, long-term plan.
Build a Coordinated Long-Term Financial Strategy
Implement advanced strategies, including tax-efficient investment management, concentrated position planning, and integrating multiple income sources into a unified plan.
Strengthen Wealth Preservation and Financial Planning
Prepare for retirement, support future generations, and coordinate estate and tax strategies within a broader financial plan.
Our role is to help your financial strategy evolve alongside your life and remain aligned with your long-term goals.
Private Wealth Management in Frisco, TX Starts with the Right Strategy
Schedule a Complimentary Consultation with a Procyon Financial Advisor Today
Your financial life should support more than today’s goals. It should help protect the people you care about, preserve what you have built, and create a clear path for the future.
From investments and retirement planning to tax efficiency and legacy and estate considerations, we help our clients align their financial lives. Whether you are navigating growing complexity or looking for a trusted advisor to help guide major financial decisions, our team is here to help you move forward with a clear, well-defined strategy.
Connect with Procyon’s Frisco team today and take the next step toward a more coordinated financial future.
Serving Frisco and the Dallas-Fort Worth Area
Our Frisco team works with clients locally while supporting families and individuals throughout the Dallas-Fort Worth area, including Plano, Southlake, and surrounding communities. With local insight and a national perspective, we deliver strategies designed for the realities of the DFW financial landscape.
Featured Media & Insights
09.14.2026
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07.15.2026
What Is a Fiduciary Financial Advisor? Meaning, Duties, and Key Differences
By Procyon Team
A Higher Standard for Financial Advice A fiduciary is someone who has a legal obligation to act in another person’s best interest. In financial advice, that obligation shapes how recommendations…
FAQs About Private Wealth Management
in Frisco, TX
How much does private wealth management cost in Frisco, TX?
The cost of private wealth management in Frisco, TX, typically depends on the complexity of your financial life and the services provided. Many firms use a fee-based or percentage-of-assets model, while others may offer flat or tiered pricing. A comprehensive approach that includes investment management, tax planning, and financial planning may deliver greater long-term value than standalone services.
Who should consider private wealth management services?
Procyon is a good fit for individuals, families, business owners, executives, and professionals who want help managing investments, planning for retirement, preparing for major life transitions, or coordinating more complex financial decisions. Procyon commonly works with clients who have $500,000 or more in investable assets, though fit may depend on each client’s goals, needs, and financial situation.
How do I choose the right wealth manager?
When selecting a wealth manager in Frisco, it’s important to evaluate whether they operate as a fiduciary, offer a transparent fee structure, and provide a full suite of services beyond investment management. You should also consider their experience working with clients in the Dallas-Fort Worth area and whether their approach aligns with your financial goals and long-term strategy.
What services are typically included in private wealth management?
Private wealth management in Frisco typically includes investment management, retirement planning, tax strategy, estate planning coordination, and risk management. Some firms also provide advanced services such as family office support, business owner planning, and multi-generational wealth strategies.
Is private wealth management worth it for families in the Dallas-Fort Worth area?
For many families in the Dallas-Fort Worth area, private wealth management can provide value by helping coordinate complex financial decisions, improve tax efficiency, and create a long-term strategy. It can also reduce the time and stress required to manage multiple financial priorities independently.
Can a wealth manager help with tax planning?
Yes, wealth managers often incorporate tax planning into your overall financial strategy. While Texas does not have a state income tax, federal taxes, capital gains, and business-related taxes still play a significant role. A coordinated tax strategy can help improve efficiency and support long-term wealth growth.
What is the difference between a financial advisor and a wealth manager?
A financial advisor may focus on specific areas like investments or retirement planning, while a wealth manager typically provides a more comprehensive, integrated approach. Private wealth management brings together multiple disciplines, including tax planning, investment management, and estate considerations, aligned with your goals.
Do I need a local wealth manager in Frisco, or can I work with someone remotely?
While many services can be delivered remotely, working with a local wealth manager in Frisco offers added value through regional insight, in-person collaboration, and a deeper understanding of the Dallas-Fort Worth economic landscape. This can be especially helpful for business owners, real estate decisions, and tax planning strategies.