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Welcome to MyTimeEquity

At MyTimeEquity, we view every new client relationship as a partnership—grounded in fiduciary duty, transparency, and performance accountability.

 

Our mission: To empower you with institutional-grade investment strategies and a disciplined approach to portfolio management, risk, and opportunity.

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Whether you are starting out, scaling your portfolio, or planning for legacy, we deliver solutions aligned with your unique needs.

ABOUT

​​As a traditional actively managed portfolio management and Registered Investment Advisor (RIA) Firm, MyTimeEquity takes pride in being your dedicated partner on this financial adventure. Our seasoned portfolio managers leverage their expertise to construct and manage portfolios tailored to your unique needs.

 

Whether you are aiming for capital growth, income generation, or a balanced approach, we have the strategies to help you achieve your financial objectives.

 

We deliver end-to-end advisory across all critical dimensions of wealth, investment, and legacy—anchored in institutional rigor, performance accountability, and full transparency. Our service model adapts to the unique needs of each client segment, spanning emerging investors to ultra-high-net-worth families.

Services

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Financial Planning

We offer both preliminary assessments and advanced planning solutions tailored to your unique needs. Our process begins with a thorough review of your current income, expenses, and investments

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Estate Tax & Retirement Planning

​We advise on retirement income, estate planning, and intergenerational wealth transfer—prioritizing tax efficiency and long-term sustainability.

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Portfolio Management

Our discretionary portfolio management spans major custodians (Schwab, Fidelity, IBKR), targeting risk-adjusted outperformance through disciplined allocation, active fund selection,

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Real Estate Advisory

We advise on direct and passive real estate investments across the full asset lifecycle. Our focus is on tax-efficient structures, income generation, and value creation

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Income Tax Planning

​We provide bespoke tax strategies designed to minimize liabilities and maximize after-tax outcomes Our scope covers earned and investment income, deductions, and proactive tax

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​Family Office Services

For high-net-worth families and complex entities, we provide consolidated oversight across legal, financial, estate, and investment affairs

Here's what our clients have to say

Asheesh M.

​"Working with MyTimeEquity has completely transformed the way I approach my finances. Their financial planning process is not only thorough but also incredibly personalized. From day one, they took the time to understand my goals, risk tolerance, and long-term vision—then built a strategy that felt uniquely tailored to me. The integration of AI-driven insights with human expertise gave me confidence that every recommendation was backed by both data and strategic thinking. I especially appreciated how transparent and proactive the team was; I always felt informed and in control. MyTimeEquity didn’t just give me a plan—they gave me clarity, structure, and peace of mind about my financial future."

Blogs

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​wealth@mytimeequity.com
​(972) 330-2771
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We are an independent state registered financial services firm helping individuals and businesses create investment strategies using various investment products to custom suit their needs and objectives. All investments in securities carries the risk of the loss of investment capital; investors must understand that and be able to sustain the loss of an investment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any securities product. The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Investing in equities, such as stocks, options, mutual funds and exchange traded funds and fixed income involves risk. Your losses can be substantial. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options. 
© MyTimeEquity LLC is a Registered Investment Advisor in the State of Texas, Florida and California. All rights reserved.
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