Estate & Tax Planning

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At NinetyNine Wealth, we help clients across Dallas protect their wealth and preserve their legacy with comprehensive estate planning and tax strategies.

Our Dallas-based estate planning advisors specialize in minimizing tax burdens and creating custom plans that ensure your assets are transferred efficiently and in line with your long-term goals.

Whether you’re preparing for the future of your family, your business, or your charitable giving, we deliver tailored strategies rooted in clarity, control, and financial confidence.

Our Philosophy

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Why Choose Us?

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Our Leadership

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Tax-Efficient Wealth Transfer
Pass on your wealth with minimized tax liability using trusts, gifting strategies, and strategic planning that reduce estate taxes while maximizing your legacy.
Trust & Estate Planning
Ensure your assets are protected and distributed according to your wishes. We develop personalized estate plans that reflect your values, family dynamics, and long-term goals.
Business Planning
Business owners in Dallas trust us to help protect their companies and their families. We build succession plans that safeguard your wealth and prepare your business for the next chapter.

Testimonials

What Our Customers Say?

More than 99% customer satisfaction is our success.

PRICING PLANS

Choose the Plan That’s Right for You

Get control and visibility over spending. Try any plan free for 30 days with no lock-in commitments

Recognized by the best

Clients Trust Ninety Nine Wealth.

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

Let’s Collaborate with Us!

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

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We Plan, You Prosper – Premium Wealth Planning in Dallas, Texas

 
Address Business
6275 W Plano Pkwy #500 Plano,
TX 75093
Contact With Us
Call Consulting: (214) 517-9382
Working Time
Mon - Sat: 8.00am - 18.00pm
Holiday : Closed