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

Financial Planning

Planning is a Process

Financial planning is a process that involves taking an active role in your financial future. Our firm believes that proper financial planning is integral to the management of your financial resources. In today's uncertain economy, creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. We believe in the real benefits of the financial planning process, along with regular reviews and updates of the outputs of such planning.

Planning is Comprehensive

Houston Wealth Management delivers fee-only financial planning in a comprehensive way. We embrace an open and flexible approach because it is important to understand any aspect of a client's life that may impact their financial resources. A partial list of topics includes:

Qualitative analyses of your story, values, experiences and life goals
Current financial strategy and cash management
Investment management
Tax and Estate planning
Insurance and Risk Management
Retirement Planning
Social Security Planning
College and Educational Planning
Charitable Giving