A complete list of active advisors currently associated with Houston Wealth Management

Warmer can help you find a great advisor at Houston Wealth Management or one who fits your needs even better.

Houston Wealth Management is a small, independent registered investment adviser that serves individuals, trusts, estates, charitable organizations, foundations, corporations and other business entities. The firm offers integrated wealth management services including personalized portfolio management, financial planning, and financial consulting on either a project or ongoing basis. The firm structures portfolios on a discretionary or nondiscretionary basis after a discovery process that considers clients’ goals, risk tolerance, time horizon, tax status and liquidity needs, and provides ongoing supervision and periodic plan reviews. It may include private investments (real estate, private equity or similar offerings) for clients who qualify as accredited investors; such private placements require client documentation and are not managed on a discretionary basis by the firm. As a solo-advisor practice managing a small client base (approximately 16 clients and about $6.7 million in assets under management), the firm emphasizes direct advisor–client engagement and conducts educational seminars and workshops, a service that is less common among peers. The firm typically recommends custody through an institutional broker–dealer relationship that supplies trading, research and technology services and discloses receipt of certain non‑cash benefits, including possible seminar-related reimbursements.

To learn more about the advisors currently working at Houston Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.