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Uptown Capital Advisors is a Registered Investment Advisor (RIA) based in Dallas, Texas.  We specialize in all areas of wealth management, including: cost effective and tax efficient portfolios; asset allocation (personal, IRA, education and health savings accounts); financial planning; estate preservation planning; charitable foundations; and needs-based insurance.
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Uptown Capital Advisors is a Registered Investment Advisor (RIA) based in Dallas, Texas.  We specialize in all areas of wealth management, including: cost effective and tax efficient portfolios; asset allocation, financial planning, estate preservation planning and charitable foundations.

Uptown Capital Advisors does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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