Our Story
PCC Wealth Partners was founded in 2025 by Duane Dollar and Phillip Owens, two seasoned wealth advisors, who with their team, have over 80 years of combined experience. They created PCC Wealth Partners with one purpose: providing financial guidance grounded in being principled, caring, and comprehensive.
We believe effective wealth management begins with understanding your unique goals. That’s why CFP financial advisors Duane and Phillip, along with the team here in Spring, TX prioritize building long-term relationships built on transparency. Every decision we make is rooted in
strong principles and a commitment to act in your best interests.
With decades of experience in retirement planning, wealth management, and investment strategies, PCC Wealth Partners equips families, business owners, and retirees in Spring, TX to confidently pursue their dreams. Our mission is to help you steward your resources wisely while
aligning your financial plan with your values.
Our Difference
Principled guidance: grounded in integrity and long-term perspective
Experienced and credentialed: our team includes seasoned professionals with CFP credentials
Locally focused: we understand the Spring, TX community and economic environment
Holistic strategies: from retirement planning and investment strategies to wealth management and legacy planning
Whether you’re planning for retirement in Spring, TX, navigating investment strategies, or seeking wealth management advice, we tailor our solutions to your life, your values, your goals.
Why families in Spring, TX choose PCC Wealth Partners:
- Values-aligned financial planning from experienced advisors
- CFP® expertise with 80+ years of combined experience
- Personalized retirement planning to help you pursue a secure future
- Tailored investment strategies designed to help grow and preserve your wealth
- Comprehensive wealth management solutions built for long-term performance
At PCC Wealth Partners, we don’t just manage money, we partner with you to create a legacy of financial freedom and purpose.
Our Core Services
Financial Planning
A holistic, personalized process that brings clarity to your entire financial
picture. We help you prepare for the future, and make confident, informed decisions at every stage.
Investment Strategies
Active and passive approaches, tailored to risk tolerance, time horizon,
and life goals.
Retirement Planning
Feel confident about the future with thoughtful retirement income strategies, Social Security optimization, and tax-informed withdrawal plans.
Estate & Legacy Planning
Plan how your assets pass on with care, purpose, and efficiency to loved ones or causes you care about.
Wealth Management
Customized portfolio design, ongoing rebalancing, and integrated planning to help grow and preserve your assets over the long term.
Tax & Financial Coaching
Personalized guidance to help reduce tax drag, maximize
efficiencies, and equip you with financial clarity.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and
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
GET IN TOUCH
Let’s Connect