No. We believe real estate is a great, tangible asset, but if for any reason you do not wish to invest your dollars this way, we have traditional investment strategies as well. Purchasing real estate is not required.

We don’t replace your existing advisors—we connect the dots between them.
Most high-net-worth real estate investors have capable professionals, but the problem is coordination. Our role is to bring everything together into one cohesive financial strategy, ensuring your investments, taxes, estate plans, and cash flow all work toward the same goals.

Because real estate is only one piece of a larger picture.
You already know how to create wealth—our job is to help you manage, protect, and grow it across generations. We help real estate investors build liquidity, reduce taxes, prepare for transitions, and create plans that endure beyond the next deal.

No. We’re not real estate agents or brokers.
Our focus is on your overall financial plan—how your properties, cash flow, and investment portfolio all fit together to serve your long-term goals.

Most financial advisors focus on the stock market. We focus on you—your real estate, your values, and your long-term vision.
Our planning process is designed specifically for investors with directly held real estate, integrating everything from tax strategy to estate planning under one unified approach.

That’s a common concern—and one we share.
You’ve built your wealth by being hands-on. We honor that. Our goal isn’t to take control—it’s to give you better information, coordination, and confidence so you can make smarter decisions with the control you already have.

Yes. That’s our specialty.
We regularly work with clients who own properties across multiple LLCs, partnerships, and states. We help simplify the complexity, model different strategies, and coordinate with your tax and legal professionals so your plan is both clear and compliant.

Our process is simple, structured, and tailored to your situation:

1. Schedule your free intro call and get a basic look at your financial picture.

2. If you decide to become a client, you will walk through the in-depth financial planning process.

3. Live out your plan with clarity and confidence.

Please see our What We Do page for a more in-depth look at our step-by-step process.

We operate as a fiduciary and are fully transparent about fees.
Most clients work with us on a planning or assets-under-management basis, depending on their situation. Before we start, you’ll know exactly what’s included and what it costs—no surprises.

We’re more than happy to work with you in building out a plan but we are believers in diversification in real estate and the stock market.
We help you manage liquidity, mitigate risk, plan for taxes, and design a strategy that allows your real estate to work for your family—not just as an asset, but as a lasting part of your financial story.

It comes from the Latin word for leadership, stewardship, and principled authority.
We believe wealth should be managed with wisdom, humility, and long-term vision—principles that guide everything we do at Principatus Wealth.

While our roots are proudly in Texas, we serve clients across the country.

The best way to find out is through a Clarity Call.
We’ll have a focused conversation about your goals, your real estate portfolio, and what you’re trying to accomplish. If we’re the right fit, we’ll show you exactly how we can help. If not, we’ll point you in the right direction.