Wealth Management

Aperture Wealth Management was created to broaden the scope of financial services that we offer to our clients. We offer, through Avantax, comprehensive and customized financial plans and insurance services which are designed to help our clients grow, protect and conserve their wealth. Our knowledge of our client’s unique tax situation has allowed us to design financial programs that match their goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our financial advisory team works with a wonderful mix of individuals, families and businesses. Clients of all ages and financial means have benefited from our advice.

Our Wealth Management Services Include:

Tax planning
Estate planning
Investment planning and management

Business planning
Retirement planning
Education planning

Income protection and asset preservation
Debt management
Insurance planning
Help with life events that force financial disruptions

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

How to help determine life insurance needs to provide for your family after you pass away.

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Our Wealth Management Advisors**:

Marty Durbin **

Managing Partner

(940) 328-1167

Marty Durbin joined us in December of 2014. He's been a CPA for over 30 years, a PFS (Personal Financial Specialist) an AIF® (Accredited Investment Fiduciary), and a Certified Global Management Accountant. Marty has an...