Wealth Management for Retirees in Houston and The Woodlands
Guidance Near Hughes Landing, Market Street, and Beyond
From The Woodlands villages—Panther Creek, Cochran’s Crossing, Alden Bridge—to Spring and North Houston, we bring a clear plan for retirement income, portfolio design, and taxes. Our approach blends
wealth management local families value with
coordinated CPA planning.
Services for Greater Houston
We design after-tax cash-flow strategies, manage concentration risk common to energy and corporate equity, and time benefits with healthcare choices. Estate planning for retirees keeps beneficiaries aligned and intentions clear.
Meeting Options That Fit North Houston
Meet near Hughes Landing or Market Street with easy parking, or opt for a virtual meeting when schedules are tight. We coordinate with Houston-area CPAs and attorneys to keep your plan moving.
The Woodlands Office
10055 Grogans Mill Road, Suite 300
The Woodlands, TX 77380
Phone:
281-440-5740
Business-Owner Focus in the Woodlands
Thinking about a transition or recent sale? We map basis and lot strategy, staged diversification, and liquidity for estimated taxes—supporting a steady move from a concentrated position to a diversified, tax-aware portfolio.
Frequently Asked Questions About Financial Planning in Houston
Do you serve clients across Houston, not just The Woodlands?
Yes. We work throughout the metro and offer virtual meetings for convenience.
Can you coordinate with my Texas-based CPA?
Yes. We collaborate directly with local CPAs on conversions, gains, and year-end planning.
How do you handle concentrated energy stock?
We develop a staged plan that respects tax brackets and provides liquidity for living expenses and taxes.
Is there a fee for a financial plan?
We use AUM-only fees and do not charge separate planning fees or commissions.
How quickly can we get started?
Most clients move from discovery to implementation within two to four weeks depending on transfers.