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4025 Woodland Park Boulevard, Suite 310, Arlington, TX 76013

(817) 385-0710
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Your Whole Financial Life Into Focus

Tax Strategy and Wealth Management Working Together

The questions that matter most tend to surface between filing seasons, when many advisors have gone quiet. You get people who already know your situation and answer the phone in July as readily as in April, so help is there the moment something real comes up.

What We do
The Cost of Disconnected Advice

When the person who handles your taxes and the person who manages your investments never compare notes, the gaps between them quietly land on you as a missed deduction one year and an avoidable tax bill the next, or missed opportunities for cost savings, increased income or lower risk. Accounting, tax, advisory, and fiduciary wealth management all sit with one team here, guided by advisors who carry both a CPA's discipline and a fiduciary's duty to put you first. So a business decision gets weighed against your retirement, an investment move gets checked for its tax cost, and you are no longer the only one connecting the dots.

Who We Help
Those Whose Financial Lives Have Grown Complicated

Our clients come from very different places, and they tend to want an advisor who looks ahead rather than one who simply records what already happened.

Business owners and high-earning professionals

  • Rising income brings rising complexity, and the line between your company, your taxes, and your wealth blurs.

Real estate investors

  • Every property carries tax angles and financing choices that ripple straight into the rest of your portfolio.

Retirees and pre-retirees

  • The shift from building savings to living on them raises questions worth answering well before you stop working.

Multi-generational families

  • Passing wealth to the next generation goes more smoothly when tax, investment, and family goals move together.

Our Solutions
Deep in Each Area, Connected Across Them All

These are the areas we cover, and each is a full discipline on its own. Keeping them under one team means you are never the go-between, relaying what your accountant said to your advisor and hoping nothing important falls through.


Tax Planning and Preparation

We watch your tax picture all year, so your return reflects decisions made in your favor rather than reported after the year closes.

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Business Advisory and Entity Structure

How your company is built and how you pay yourself shape both your business and your personal wealth, so we plan the two together.

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Retirement Planning

We map how today's savings become tomorrow's income, built to hold up against taxes, inflation, and however long retirement turns out to be.

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Fiduciary Wealth Management and Investment Advisory

Bound to put you first, we invest around your real goals and keep that approach aligned with your tax picture, never against it.

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Estate and Legacy Planning Coordination

We work with your attorney so what you have built reaches your family with far less lost to taxes, confusion, or delay.

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Insurance, Risk Management, and Real Estate Strategy

We match real protection to your actual exposures and surface tax advantages hiding in what you own, including the property in your portfolio.

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Who We Are
Working Across Texas and Beyond

Aperture Wealth Management grew out of Crawford, Carter & Durbin, an Arlington CPA practice that has served clients since 1963, and the two now work as one tax and wealth team across Texas and the country, with offices in Arlington and Mineral Wells. Many of the families we work with have been with us for decades, and the values our founders set down, courage, authenticity, service, truthfulness, love, and effectiveness, still shape how we treat the people who bring us their financial lives.

Our Process
Built to Keep Going Long After the First Win

The aim is a relationship where your decisions are informed long before they turn urgent and supported long after they are made.

1. Tax Control Consultation

We start by understanding your goals, your worries, and where your finances stand right now. We review your returns, statements, and business structure to see how the pieces actually fit.

2. Tax Control Assessment

We pinpoint the gaps, risks, and missed opportunities where better coordination could change your results.

3. Strategic Recommendations

 We walk you through clear recommendations in plain language before anything is set in motion.

4. Coordinated Implementation Support

 We put the plan to work and keep every moving part pulling in one direction.

5. Ongoing Advisory Relationship

We stay in regular contact as life shifts, adjusting course long before a deadline forces it.

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Contact Us
Your Next Big Decision Starts with Clarity

The strongest financial decisions get made early, with the full picture in front of you and someone in your corner who understands all of it. Reach out to start a conversation, and we will show you what a more proactive approach to your money can look like.


Email: info@cct-cpa.com

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