ARMOR Wealth Management, LLC, a protection based financial services organization serving the Dallas-Fort Worth Metroplex, helps individuals, families and successful business owners build, protect, preserve and ultimately distribute their wealth in a tax advantaged manner. We do that by offering strategic planning and wealth management services and financial products that are custom tailored to our clients’ specific needs.
Our core value of “protection first” seeks to assure that the financial security of those who depend upon our clients for support – spouses, dependents, and/or employees – will be properly protected should an untimely death or disability occur. Our remaining planning strategies for our clients concentrate on increasing their money supply, creating more and better financial benefits, and reducing the elements of risk and future taxes.
Formed in 2010 through the merger of two long standing independent firms with similar philosophies and business models, ARMOR Wealth Management's highly-trained corps of 70 financial representatives are entrusted with managing over $700 million of assets* and over $2 billion of life insurance death benefit.
ARMOR has recently partnered with Professional Advisor Alliance (PAA) to help producers form productive, profitable alliances with CPAs and other professional advisors. Please visit PAA on the right hand side to hear more about this.