Dallas, Texas

Westshore Wealth is an independent, fee-only wealth management firm serving high-net-worth individuals, families, business owners, and executives throughout Dallas–Fort Worth and the surrounding communities.

As a fiduciary wealth management firm, we provide personalized investment management, comprehensive financial planning, retirement planning, and coordination of tax-efficient and estate planning strategies.

Our independent approach allows us to develop customized wealth management strategies designed around each client’s financial circumstances, long-term objectives, and family priorities.

Westshore Wealth’s Dallas–Fort Worth office is located in Coppell, Texas. We serve clients throughout the Metroplex, including Dallas, Plano, Frisco, Southlake, Grapevine, Flower Mound and surrounding communities.