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

Our Clients

What Characteristics Do Our Clients Have?

Houston Wealth Management values the relationships we have with our clients. As a prospective client we assume that you are interested in determining if our firm is a "good fit" for your needs. We believe that a good fit is vital to a successful long-term relationship. Most of the clients we work with have one or more of the following characteristics or desires:

Wish to gain more control and direction in their financial lives;
Want to work with a adviser they can trust, have rapport with, and who puts their interests first;
Want to gather and simplify their financial matters into a cohesive plan that can be clearly communicated to their loved ones;
Willing to commit the time to meet with an advisor;
Realize that they do not wish to spend a majority of their free time becoming their own financial advisor;
Reject the typical financial services model where advisors are just salesmen in disguise;
Understand the benefits of working with a professional;
Are willing to pay a reasonable fee for advice and guidance;
Know that they have ignored or neglected aspects of their financial life and willing to take action to correct things; and most importantly,
Wish to focus on what is truly important to them.

If one, several or all of these characteristics describe you or your situation, please contact us and request a free "get acquainted" meeting here.