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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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photo-1611693727459-814df5250d9b.avif

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.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Life Insurance

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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