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Personalized Wealth Management

For those with assets of $10 million and above, PCIA North Texas offers scaled up services and a team to oversee your wealth. At many financial advisory firms, you’ll find that only the conventional categories of investments are considered, such as stocks, bonds, or cash. At PCIA North Texas, as part of Prime Capital Investment Advisors, we recognize that those with high net worth need more. We have access to dozens of alternative options which may fit your investing profile, including private equity and other strategies not available through most advisory firms. We tailor your personalized strategy after a careful assessment of your specific goals, your risk tolerance, and your desires for your future and retirement. And we always incorporate a larger, holistic view, including tax mitigation, estate & legacy planning, and multigenerational wealth transfer desires.

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Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.

Individuals & Families

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

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Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

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What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

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Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092