Financial Planning and Retirement Planning for energy company employees and retirees.
Retirement Planning includes helping couples make decisions about pensions, Social Security and estate planning issues.
We help clients navigate their own path.
Financial life planning helps clients identify who and what are important to them.
We have a client-friendly office located in Houston, Texas.
Financial Planning can help free up the time to do what you want.
Life changes create new financial goals and planning opportunities.
We are an independent financial planning and investment management firm located in Houston, Texas.
We embrace and serve the diverse population of Houston, TX and the State of Texas.
Estate Planning is more than making a will, it's about creating a legacy.
We help clients get to where they want to go.
Retirement Planning should lead to the life you desire.
Real financial planning can help you create time to strengthen your important relationships.
Our office is in the Energy Corridor in Houston, Texas.
College Planning to help children and grandchildren reach for their dreams.
Comprehensive Financial Planning helps clients find their way through the challenges of life.
Houston Wealth Management serves clients who live and/or work in the Energy Corridor.
Retirement Planning helps you achieve your dreams.
Retirement Planning helps create the quiet and serenity in life that you deserve.
We assist clients identify where their path leads?
The birth of a child or grandchild brings a new array of opportunity and risk.
We help clients free up their time to pursue the lives they deserve.
"Never get too busy making a living, that you forget to make a life."
Houston Wealth Management is a proud Texas-based financial planning and investment management firm.
Financial Planning can help identify who clients wish to spend more time with.
Retirement Planning is about cleints defining what their goals are.

Life Transitions

Managing Life's Challenges

The true wealth management services offered at Houston Wealth Management include comprehensive financial planning for a reason. The science of planning involves software programs, spreadsheets and numbers, but the emotional purpose of financial planning is to set goals and achieve those goals. Planning also tries to predict and prepare for likely events that lead to financial change or hardship.

But what happens when suddenly "life gets in the way" or clients transition to a different phase of life? We call these life transitions, and if you are going through one of them you know how important financial decisions can be. Some common life transitions include:

Divorce
Sale of a Business
Loss of a Spouse of Partner
Inheritance
Marriage
Birth of a Child
Retirement
Change of Health or Illness

Life transitions involve sudden changes in your life and financial situation. These transitions can be difficult and challenging to overcome. Working with a professional can ensure that you make the best possible financial decisions for your given situation.