Ross Powell, Wealth Manager

Ross Powell, Wealth Manager As a Wealth Manager and a CPA,
I help my clients protect, grow, and use their wealth. Reach out to our experienced financial planner today!

Ross Powell teaches clients how to handle their finances with tax planning, savings, and retirement planning services. Ross was an accountant for over 12 years and worked to build better futures for hundreds of clients. His expertise can help you tackle investment management, long-term care insurance, and more.

Yesterday I had a conversation with a woman about what we needed to do next to keep her finances on track for the next f...
05/28/2026

Yesterday I had a conversation with a woman about what we needed to do next to keep her finances on track for the next few years. She brought her Niece and Nephew-in-law to join the conversation and he got off task (see Fig.1).

Unfortunately I had to erase and reset the whiteboard for a conversation with a prospect about how our strategy varies from other advisors (see Fig.2).

I love this work and the people I get to serve.

Earlier today I almost misspelled "erroneously" in an email. I hope that irony brings you some joy today.
03/11/2026

Earlier today I almost misspelled "erroneously" in an email. I hope that irony brings you some joy today.

Address

1537 Shannon Drive
Lewisville, TX
75077

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+19725434777

Website

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