What does a private wealth advisor do?

A private wealth advisor helps clients coordinate investment strategy, financial planning, estate planning considerations, risk management, family governance, and long-term wealth transfer decisions.

Who does Carpion Private Wealth serve?

Carpion Private Wealth serves families, entrepreneurs, executives, and high-net-worth households seeking a systematic and personalized approach to building, managing, and preserving wealth.

Where is Carpion Private Wealth located?

Carpion Private Wealth is located at 601 State Street in Southlake, Texas, and serves clients throughout the Dallas-Fort Worth area.

What does Carpion Private Wealth help clients do?

Carpion Private Wealth helps families, entrepreneurs, executives, and high-net-worth households build, manage, and protect wealth through personalized planning, investment strategy, family governance, and long-term legacy-focused advisory relationships.

Contact Us

When planning your financial future, experience and structure matter. Carpion serves as the architect of your wealth, bringing a disciplined, process-driven approach to managing complexity and guiding long-term outcomes.

Start a conversation about building a more intentional financial future.

Our Locations

601 State Street, Suite 220
Southlake, TX 76092

(817) 809-8992

6 Desta Dr, Suite 2550
Midland, TX 79705

(432) 253-0701

[email protected]

Contact Us

Facebook

This field is for validation purposes and should be left unchanged.

Full Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

SMS Privacy Policy

By checking this box, you agree to receive SMS messages from Carpion Private Wealth. You can reply 'stop' to opt-out at any time. Reply 'help' for customer care or call (817) 809-8992. Messages and data rates may apply. Message frequency will vary. You can verify our Privacy policy on the following link and Terms & Conditions on the following link.

Phone

Leave Us a Message(Required)

Unsure about what services you need?

Take our Wealth Assessment to gain insights
on your financial health.

Take the Wealth Assessment

Contact Us

Our Locations

Contact Us

Unsure about what services you need?

Take our Wealth Assessment to gain insights on your financial health.

Take our Wealth Assessment to gain insights
on your financial health.