Welcome to Our
Lakeway, Tx Office
Your Wealth Management Home
312 Medical Parkway
Building A, Lakeway, Tx 78738
Monday-Friday 9 a.m to 5 p.m
(Closed on Federal Holidays)
Located in the heart of Lakeway’s medical plaza near Baylor Scott & White on Medical Parkway, this office was established in 2019 by independent LPL Financial practitioners with a passion to help individuals, business owners, and institutions reach their unique financial objectives. The office is home to four licensed financial professionals, each with their own independent practices, who serve clients locally and nationwide.
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 solutions that reflect your individual objectives, circumstances, and long-term aspirations. As dedicated licensed practitioners, we go beyond traditional advice to provide bespoke solutions in financial planning, investment management, and retirement strategies—all with a high level of care and expertise. Through our partnership 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.
Meet Our Team
Meet our exceptional Office of Supervisory Jurisdiction (OSJ) team at National Financial Alliance, headquartered in vibrant San Antonio. They collaborate closely with our practice and over 50 other independent advisors. Their expertise ensures we stay aligned with ever-changing regulations through comprehensive compliance guidance. Additionally, their personalized mentorship fosters our growth and success. With their steadfast support, we can focus entirely on serving our clients, delivering tailored solutions, exceptional care, and results-driven strategies to help achieve their financial goals. Together, we are dedicated to building trust, delivering excellence, and creating lasting relationships.
Phone:
Email:
Address:
312 Medical Parkway, Building A
Lakeway, Tx 78738
About the Founder
Nicholas Philbeck, MBA, AIF®
Professional Background Nicholas Philbeck 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 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.