Investment Advisors in Addison, TX

Prime Sentry Wealth Management LLC

Addison, Texas

Prime Sentry Wealth Management is a fee-only, fiduciary firm founded in 2025 that provides investment management, wealth management, financial planning, retirement planning, estate planning, and small business advisory services to individuals, families, and business owners in the Dallas-Addison area. The firm's team includes CFPs, CPAs, JDs, and CFAs who employ evidence-based, globally diversified portfolio strategies integrated with comprehensive financial planning across tax, estate, and risk management. The firm operates on a commission-free model and coordinates across multiple disciplines—investment management, tax strategy, and estate planning—through an ongoing monitoring and adjustment process designed to align with clients' evolving financial circumstances.

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Financial advisors in Addison, Texas

Advisors serving Addison specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.