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REGISTERED INVESTMENT ADVISORS  ·  DALLAS, TEXAS

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

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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.

Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Our Location

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck