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

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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

Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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

Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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

Estate Taxes

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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