Overview

Independent Wealth Management Advisory practice in Houston with a strong focus on developing a long-term partnership with clients based on integrity and trust. We offer services in investment management, retirement planning, portfolio management, education planning and estate planning. Our clients include active and retired Oil & Gas employees, small business owners, women investors and a growing number of millennial investors.

We are looking to collaborate with other like-minded advisors to merge and grow together. We are also looking to partner with retiring advisors who are interested in merging/working together for succession or selling their practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
614 days old

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