REGISTERED INVESTMENT ADVISORS · DALLAS, TEXAS

A boutique firm level of personal service not available at most large firms.

About Uptown Capital Advisors

Uptown Capital Advisors is a Registered Investment Advisor (RIA) based in Dallas, Texas. We specialize in all areas of wealth management, including:

Cost effective and tax efficient portfolios

Charitable foundations

Financial planning

Needs-based insurance

Asset allocation — personal, IRA, education and health savings accounts

Estate preservation planning

Complimentary Financial Review

Sign up to receive a Complimentary Financial Review so we can help you determine what strategies and options best meet your individual retirement goals.

Newsletters

Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators

REGISTERED INVESTMENT ADVISORS · DALLAS, TEXAS

A boutique firm level of personal service not available at most large firms.

About Uptown Capital Advisors

Complimentary Financial Review

Newsletters

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators

Our Location