Our Story
Caring Partners
PCC Wealth Partners was founded in 2025 by two wealth advisors with over 80 years of combined experience, focusing solely on our clients.
We recognize that effective wealth management requires understanding each client's goals. By building trust and transparency, we make every decision to serve our clients' best interests. With strong principles, we navigate the financial landscape, empowering our clients to confidently pursue their dreams.
Services
Concierge
Provide personalized assistance in managing financial affairs, lifestyle needs, and investment opportunities to enhance the overall experience of affluent clients.
Family and Friends Meetings
As we age, we may need more help, usually from family, friends, or professionals who can access accounts online, be available by phone, or make decisions for us. We encourage meetings with family and friends to familiarize everyone. Our goal is to ensure confidence in handling a client's affairs effectively.
Tax and Estate Planning
Strategically organizing your financial affairs to minimize tax liabilities and ensure the effective transfer of assets to your beneficiaries.
Client Events and More
We organize various client events, including lunches, dinners, and webinars. We maintain
strong relationships with representatives from mutual fund and ETF companies who offer
valuable insight into the decisions and thoughts of their portfolio managers.
20008 Champion Forest Dr.
Suite 902
Spring, TX 77379
Duane Dollar, CFP®, ChFC®, APMA®
Tel: 832-364-7763
Phillip Owens, MBA, CFP®, APMA®, RICP®, CRPC™
Tel: 832-353-7043
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