PartnersInWealth Named a Top Houston Wealth Management Firm

 

March 30, 2016

 

The Houston Business Journal published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of less than $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research.


According to YP.com there are 1,126 investment firms in the Houston area. Where in the Houston Business Journal's list did PARTNERSINWEALTH land? We rank #4.
 
See the list here.


To us it’s an honor that represents a number of things. It’s a degree of validation for our work and philosophy. It’s humbling. It’s even motivating, since we’re only three spots from the top. But it’s also a little ironic. After all, we’re much more than investment managers to our clients. We’re PERSONALCFOs—a trusted single point of contact for all financial matters, playing a leading role in coordinating their other advisors to optimize the family’s overall financial picture. And in the end our greatest way to judge ourselves is not by lists or rankings, but by what our clients say to us and about us, and the impact we have on their lives.


How can we impact your life? If you’re a financially successful family whose wealth feels cluttered and out of control, we can put you on top of your financial situation, so you can rest easy as your net worth builds toward your goals and dreams. Please contact Jim Waters, CFP®, at 713.964.4028 or jrw@partnersinwealth.com.