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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.

Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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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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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

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

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