Professional Wealth Management

What Professional Wealth Management does

Professional Wealth Management is a privately held, relationship-based wealth advisory firm headquartered in Coppell, Texas, serving business owners and high-income professionals across the state. Its core service offering integrates four planning disciplines — tax planning, estate planning, charitable giving strategy, and wealth and income protection — delivered through a concierge, sales-led engagement model rather than a self-service or digital platform. Client-facing delivery is built around the senior partner's designations (CFP, CLU, ChFC) and 22+ years of practice experience, supported by a small team that includes an associate advisor and a paraplanner.

Under the hood, the firm operates on an intentionally lean technology footprint. There is no proprietary planning engine, no in-house portfolio management system, and no custom CRM disclosed; the marketing and website layer runs on FMG Suite, an industry-standard advisor content marketing platform, and client-facing digital tools are not advertised as a differentiator. Securities products (such as brokerage accounts and transaction execution) are offered through a third-party broker-dealer relationship with Geneos Wealth Management, Inc., which provides FINRA/SIPC-regulated execution and compliance oversight.

The business model is fee-based wealth advisory with concierge service, monetized through standard advisory fees, planning fees, and commissions on securities products placed via Geneos. Go-to-market is referral-driven and content-augmented, targeting Texas-based business owners and professionals with concentrated, multi-issue planning needs rather than a mass-affluent volume play. Revenue mechanics therefore depend on a relatively narrow client base and the production capacity of the senior partner, making the firm structurally a lifestyle practice rather than a scalable platform.

Name

Professional Wealth Management

Legal name

Professional Wealth Management Group

Website

https://tpwmg.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Professional Wealth Management is a Coppell, Texas-based private wealth advisory firm that delivers concierge tax, estate, charitable, and income-protection planning to Texas business owners and high-income professionals, with securities offered through Geneos Wealth Management.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Wealth management services
• Financial planning
• Retirement planning
• Estate planning
• Investment advisory

Headquarters

HQ city

Coppell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue is generated through financial advisory and planning services. Securities and investment advisory services are offered through Geneos Wealth Management, Inc., a member of FINRA/SIPC, suggesting a model based on advisory fees and/or commissions from financial products placed for clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Professional Wealth Management delivers 360° financial planning services for business owners and professionals, combining wealth enhancement and income protection strategies. Core service areas include retirement planning, estate planning, investment management, insurance, tax planning, and charitable giving. Securities and investment advisory services are offered through Geneos Wealth Management, Inc., a FINRA/SIPC member broker-dealer.

Product overview

Professional Wealth Management is a single-product financial planning firm offering comprehensive wealth management services centered around a 360-degree financial planning approach. The core offering combines wealth enhancement strategies with income protection services, supported by supplementary tools including financial calculators, educational videos, articles, and a financial glossary. The firm serves business owners and professionals through personalized financial planning for retirement, estate, investment, insurance, tax, and money management needs.

Differentiator

Problem solved

Functional benefit

Products and services

• 360° Financial Planning Services Comprehensive financial planning service for business owners and professionals that integrates wealth enhancement strategies (investment management, retirement planning) with income protection (insurance, estate planning, tax planning, charitable giving). Delivered through personalized, concierge-style one-on-one advisory engagements with the firm's partners and staff.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Geneos Wealth Management, Inc.coreChannel Partner/ Reseller/ DistributorProfessional Wealth Management offers securities and investment advisory services through Geneos Wealth Management, Inc., a registered broker-dealer and investment advisory firm. Geneos is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation), providing the regulatory framework and investor protection for the firm's investment products and services.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Personal Capital (Empower): Hybrid digital-human wealth management platform combining technology tools with human advisors to serve mass-affluent and high-net-worth clients. Represents the technology-enabled competition that threatens traditional advisory models like PWM's.
• Facet Wealth: Digital-first financial planning firm delivering comprehensive planning services to mass-affluent and business-owner clients at lower price points. Represents an emerging, technology-enabled model competing for the same target customer as PWM.

Direct peers

• Carson Group: Affiliated RIA model with partner advisors offering comprehensive financial planning to business owners and individuals. Operates a similar hub-and-spoke model where local advisors deliver planning while leveraging shared infrastructure, closely analogous to PWM's Geneos affiliation structure.
• Savant Wealth Management: Independent RIA providing comprehensive financial planning, investment management, and tax services to individuals and business owners. Comparable in service breadth, target market, and fee-based advisory structure.
• Buckingham Strategic Wealth: Mid-sized RIA offering comprehensive wealth management and financial planning to individuals and business owners through a planning-centric, fee-based model. Closely aligned with PWM's service model and target clientele.

Broad incumbents

• Cambridge Investment Research: Independent broker-dealer and RIA support platform similar in role to Geneos Wealth Management. Comparable in providing regulatory, custody, and product infrastructure that enables independent advisor practices like PWM to operate.
• Cetera Financial Group: Independent broker-dealer and RIA support platform serving affiliated advisors who deliver comprehensive financial planning. Comparable in providing the institutional broker-dealer/regulatory infrastructure that independent RIAs like PWM rely on.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with custody, compliance, and product infrastructure. Plays a similar role to Geneos Wealth Management in enabling independent advisory practices like PWM.
• Edelman Financial Engines: Large-scale RIA offering comprehensive financial planning and investment management to individuals and business owners nationally. Comparable in comprehensive service breadth but operates at much greater scale than PWM.
• Creative Planning: A much larger RIA also focused on business owners and high-net-worth individuals with comprehensive financial planning across investment, tax, estate, and retirement. Comparable in service philosophy and target customer, though significantly larger in scale than PWM.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/professional-wealth-management-group

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Professional Wealth Management