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Welcome to Aperture Wealth Management. We are honored that you are visiting us online.

 

A Retirement Planning Advisor

After a lifetime of raising a family, saving and working, building a strategy for income in retirement is a whole new challenge. Aperture can help you balance the need to make your money last while still living the life you envision.
Before you begin investing, there are some core investing terms and principles that you should understand including: How Fees Impact Return, 401(k), 403(b) and/or Roth IRA, Allocating Investments Wisely, Target Date Funds, Why Annuities Rarely Make Sense in a 403(b), (Another) Indexed Annuity Alert, and Socially Responsible Investing.
 

A Financial Planner

Aperture Wealth Management will work with you one on one to:
Get to know you, your financial goals, risk tolerance, objectives for retirement, and help create a measureable and achievable financial plan that fits you. We will help you understand options with critical decisions, such as investment strategy, risk management needs, pension payouts and social security. Aperture will explain ways to help protect you against rising health care costs, taxes, and inflation. Aperture is here to help you stay on track as your needs and lifestyle change ...more

 

 

 

 

 

 

 

Securities offered through 1st Global Capital Corp.. Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc.

PARTICIPANTS
SPONSORS
MANAGERS
FIDUCIARIES

A 401(k), TSP or 403 (b) is more than a simple savings plan that allows individuals to put away a portion of their current income and pay no taxes until withdrawal. more

The CPA/PFS credential holder

The Personal Financial Specialist (PFS) credential is the only financial planning credential that requires having a CPA license first. The AICPA grants the PFS only to those CPAs who have specialized financial planning education and thousands of hours of real-world experience:

The combination of a CPA and the PFS credential signifies a highly qualified professional prepared to discuss all aspects of financial planning including estate, retirement, investment and education planning along with their potential tax implications. Together, the ethics of the CPA and the expertise of the PFS provide a strong foundation for valuable, objective advice.

Accounting Services and Products:

Crawford,  Carter & Durbin LLC is a client-centered Certified Public Accounting firm committed to consistently providing personalized high-quality client service in a timely manner.  Founded in 1963, the firm is built on a solid foundation of professionalism, personal integrity, and dedication to our clients and community. more

 
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710 N. Watson Road, Suite 100
Arlington, Texas 76011   
 (817) 385-0710

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the state of TX. This is not an offer to sell securities in any other state or jurisdiction. Aperture Wealth Management is a separate entity from 1st Global Capital Corp. Check us out on BrokerCheck