Lakeway, Tx Office
Our office is conveniently located in the heart of the medical plaza in Lakeway, TX, near Baylor Scott & White hospitals on Medical Parkway. Established in 2017 by a team of independent LPL Financial Advisors, the Lakeway office is home to four registered financial professionals, each with their own practice and area of specialization. These advisors have earned the trust of individuals and families throughout the community and across the country.
Together, we offer a comprehensive range of financial services tailored to meet the unique needs of our clients. We take pride in delivering results with personalized guidance and comprehensive strategies to help our clients pursue their financial goals.
312 Medical Parkway
Building A, Lakeway, Tx 78738
Monday-Friday 9 a.m to 5 p.m
(Closed on Federal Holidays)
Premier Financial Services
About Our Practice
Philbeck Private Wealth Management is a premier investment advisory practice dedicated to providing personalized, white-glove financial services designed to align with your unique financial goals and aspirations. We understand that no two clients are the same, which is why we specialize in creating customized strategies that reflect your individual circumstances, values, and long-term vision. As a trusted partner in your financial journey, we’ve built our reputation on delivering bespoke wealth management solutions that go beyond traditional advice. From comprehensive financial planning to investment management and retirement strategies, every aspect of our approach is meticulously tailored to ensure you receive the highest level of care and expertise. In partnership with LPL Financial, the nation’s leading independent broker-dealer (1), we leverage unparalleled industry resources and sophisticated technology. This collaboration enables us to combine the personal touch of a boutique firm with the strength and reliability of a nationally recognized institution, offering you access to robust tools, research, and insights. At Philbeck Private Wealth Management, we are committed to empowering you with the knowledge and guidance you need to make informed decisions and pursue your financial objectives. Whether you are building wealth, preserving your legacy, or planning for the next chapter of your life, we are here to help you navigate every step of the way with confidence and clarity.
Office of
Supervisory Jurisdiction
Meet our exceptional Office of Supervisory Jurisdiction (OSJ) team at National Financial Alliance, headquartered in vibrant San Antonio. They collaborate closely with our practice and over 50 other independent advisors. Their expertise ensures we stay aligned with ever-changing regulations through comprehensive compliance guidance. Additionally, their personalized mentorship fosters our growth and success. With their steadfast support, we can focus entirely on serving our clients, delivering tailored solutions, exceptional care, and results-driven strategies to help achieve their financial goals. Together, we are dedicated to building trust, delivering excellence, and creating lasting relationships.
Our Financial Product Affiliates
Phone:
Email:
Address:
312 Medical Parkway, Building A
Lakeway, Tx 78738
About the Founder
Nicholas Philbeck, AIF®
Registered Financial Advisor and Wealth Strategist
Professional Background Nick Philbeck, a Registered Financial Advisor and Wealth Strategist with LPL Financial, has over a decade of experience in financial services. He specializes in guiding small business owners and individuals through financial planning, investment strategies, and portfolio management. Nick began his career at Wells Fargo Advisors, where he served high-net-worth clients with complex banking and investment needs, developing his expertise in brokerage services and investment management, while working with top advisors. Nick recognized early in his career that one-size-fits-all financial solutions simply don’t work for individuals and small business owners with unique goals and challenges. He discovered a deep passion for providing personalized strategies that make a meaningful difference in his clients’ lives. This vision inspired Nick to establish his independent practice, where he could offer the freedom, flexibility, and undivided attention his clients deserve. Committed to their success, Nick takes the time to truly understand each client’s story, crafting tailored financial plans designed to empower them to achieve their dreams with confidence and peace of mind.
Publicly Available Information
View your financial professional's professional background to learn more.
Securities & Exchange Commission
Financial Industry Regulatory Authority
Disclosures: (1) As reported by Financial Planning magazine, 1996-2024, based on total revenue.