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Turtle Creek Wealthcare
Turtle Creek WealthCare is an independent financial advisory and wealth management firm located in Dallas, Texas. It serves families and individuals with...
Overview
Turtle Creek WealthCare is an independent financial advisory and wealth management firm located in Dallas, Texas. It serves families and individuals with personalized financial advice and wealth management focused on clients' lives, without commission or transaction-based compensation conflicts. The firm helps clients plan for an unknowable future, align finances with goals, and make financial decisions with comfort, confidence, and clarity.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Jaret L. Davis
Founder & CEO
Sector focus
Frequently asked questions
Does Turtle Creek operate like a traditional wealth manager or a direct investor?
It operates as a hybrid. The firm provides traditional wealth management services — financial planning, portfolio construction, and estate advisory — but its investment activity leans toward direct deal-making, with the team sourcing and underwriting private credit, real estate, and operating-company investments that clients can co-invest in alongside one another.
What asset classes does Turtle Creek target for direct investment?
The firm targets private credit, real estate, and direct equity in operating businesses. Private credit activity centers on asset-backed and middle-market lending. Real estate investments skew toward income-producing commercial properties, primarily in Texas and Sun Belt markets. The firm also evaluates control and minority equity stakes in private companies.
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