Welcome to Our
Lakeway, Tx Office
Your Wealth Management Home
Located in the heart of Lakeway’s medical plaza near Baylor Scott & White at HW 620 and Medical Parkway, our office was founded in 2019 by independent financial practitioners committed to helping individuals, business owners, and institutions pursue their financial goals.
Today, our office is home to four licensed financial professionals, each operating independent practices while collaborating in a shared space—serving clients both locally and across the country with personalized guidance and long-term perspective.
Open Monday- Friday 9am- 5pm
The Financial Advisors
About Us
Philbeck Private Wealth Management is an independent investment advisory practice dedicated to delivering personalized, white-glove financial services aligned with your unique goals. We craft tailored strategies and offer curated financial products that reflect your individual objectives, circumstances, and long-term aspirations. As dedicated licensed practitioners, we go beyond traditional advice to provide bespoke strategies in financial planning, investment management, and retirement strategies—all with a high level of care and expertise. Through our relationship with LPL Financial—one of the nation’s largest brokerage firms—we offer the personalized service of a boutique practice backed by the security, research, resources, and technology of a Fortune 500 financial institution. Whether you're building wealth, preserving your legacy, planning for the next chapter of your life, or just getting started, we’re here to guide you with clarity, confidence, and commitment at every stage of your financial journey.
Teamwork Makes the Dreamwork
Collaboration is central to how we operate as an independent wealth management practice. We work closely with The National Financial Alliance, a network of seasoned financial professionals with offices in multiple states serving investors nationwide. As our Office of Supervisory Jurisdiction (OSJ), The National Financial Alliance provides essential support and regulatory oversight that help guide our practice, allowing us to focus on what matters most— serving you.
CFP® Professionals help you create the financial future you deserve
Nicholas Philbeck, MBA, AIF®, CFP® is a CERTIFIED FINANCIAL PLANNER™ and brings more than a decade of experience helping individuals and small business owners turn complex financial decisions into clear, actionable plans. His approach centers on understanding what matters most to you—then building strategies that align your investments, retirement goals, and long-term priorities. Nick specializes in personalized financial planning, investment strategy, portfolio management, and risk management, guiding clients through life’s transitions with clarity and confidence. He maintains ongoing professional education to stay current with industry standards and best practices, ensuring his guidance reflects today’s evolving financial landscape. Nick completed the Certified Financial Planner program at The University of Texas at Austin and holds a master’s degree in international business. He is a Registered Financial Advisor and Registered Investment Advisor Representative, holds the Accredited Investment Fiduciary (AIF®) designation, and maintains Series 6, 7, 63, and 66 securities registrations, along with Texas Life Insurance and Annuity licenses. Nick is licensed to provide financial services in Texas, Florida, Colorado, New York, and Louisiana. All licenses are held through LPL Financial.