Wealth Management Services in Arlington, TX

Strategic Guidance to Help You Grow and Protect What Matters

Building wealth is one thing. Managing it wisely? That’s where the real work—and reward—begins. Arlington is a city on the rise, filled with ambitious entrepreneurs, dual-income households, and legacy-minded families. Straight Talk CPAs helps translate that ambition into long-term financial confidence with wealth management services that are smart, straightforward, and built around real-life goals.


Whether you’re growing a business in Downtown Arlington or preparing for retirement in Viridian, our team delivers insights that help you keep more of what you earn—and grow it, too.

Built to Fit You: Service Packages That Make Sense

Every financial journey is unique. That’s why we offer tiered service packages designed to meet you where you are—whether you’re just starting to build or fine-tuning a complex portfolio. Each package includes dedicated advisor access, real-time performance dashboards, and integrated tax planning to keep every piece working together.

Jessica and Miguel, a married couple running a thriving landscaping company in Arlington, had spent years reinvesting in their business but had no real strategy for personal wealth. They came to Straight Talk CPAs with big dreams: retire at 55, pay off their home, and fund their daughter’s college education.



Here’s how we helped:

  • Designed a custom retirement savings plan tied to their seasonal income
  • Shifted excess business profits into tax-advantaged investment accounts
  • Integrated life and disability insurance into their wealth plan
  • Built a funding strategy for a 529 college savings plan
  • Coordinated with an estate attorney to draft their first will and trust

Within 18 months, they had more visibility into their finances than ever—and peace of mind to match.

Case Study: Growing Wealth from the Ground Up in Arlington

Arlington-Savvy Wealth Planning for Entrepreneurs and Executives

Straight Talk CPAs supports professionals across the region and beyond, including:

  • Business owners preparing to sell or step back
  • High-income earners with complex tax exposure
  • Couples balancing income, kids, and real estate decisions
  • Professionals nearing retirement with questions about timing and security
  • Families who want to pass on wealth without passing on confusion

We help you think beyond the next quarter—and make sure your tax, legal, and investment strategies work together.

FAQs

  • Is there a minimum net worth to work with your team?

    No. We work with professionals and business owners at many stages—from those just starting to accumulate wealth to those managing millions. Our packages are designed to grow with you.

  • Do you handle both investment and tax planning?

    Yes! Unlike firms that only focus on one piece, we connect the dots. Your investment strategy works best when it’s tax-smart—and that’s our specialty.


  • Can I meet with my advisor virtually?

    Absolutely. We serve Arlington clients with modern, secure virtual tools so you can access your wealth dashboard, reports, and advisors from anywhere.

  • How often do you review my portfolio?

    Our team provides ongoing monitoring and typically meets with clients quarterly (or more frequently by request) to update goals, rebalance portfolios, and make sure everything stays aligned.