Welcome to Our
Lakeway, Tx Office
Your Wealth Management Home
312 Medical Parkway
Building A, Lakeway, Tx 78738
Hours of operation:
Monday-Friday 9am-5pm CST
Located in the heart of Lakeway’s medical plaza near Baylor Scott & White on HW 620 & Medical Parkway, our office was established in 2019 by independent LPL Financial practitioners dedicated to helping individuals, business owners, and institutions pursue their unique financial goals.Today, four licensed financial professionals call this office home, each with independent practices serving clients both locally and across the country.
About Our Practice
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.
About the Founder
Nicholas Philbeck, MBA, AIF®
Professional Background Nicholas Philbeck, MBA, AIF® is a Registered Financial Advisor and Registered Investment Advisor Representative who holds the Series 6 – Investment Company and Variable Contracts License, the Series 7 – General Securities Representative License, the Series 63 – Uniform Securities Agent State Law License, the Series 66 – Uniform Combined State Law License, the Accredited Investment Fiduciary (AIF®) professional designation, and the Texas Life Insurance and Annuity licenses. He completed the Financial Planner program at The University of Texas at Austin and has obtained a master's degree in international business. He consistently pursues annual continuing education to uphold standards. Bringing over a decade of experience in the financial services industry, he specializes in working with individuals and small business owners, offering tailored guidance in financial planning, investment strategies, and portfolio management. Nick is licensed to provide financial services in: Texas, Florida, Colorado, New York, and Louisiana. All licenses are maintained through LPL Financial.