PartnersInWealth Named #5 of Top Wealth Management Firms by Houston Business Journal

 

May 05, 2015

 

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?  Number 5! PARTNERSINWEALTH is honored to be mentioned in the April 24-30, 2015 issue.

 

See the full list here.

 

PARTNERSINWEALTH would also like to congratulate the other Houston wealth management firms that made the list.

 

PARTNERSINWEALTH is a fee-only, independent advisory firm offering advice and guidance to financially successful households. Founded in 2000, PARTNERSINWEALTH helps clients with comprehensive financial advisory services including investments, income and estate tax reduction, insurance, estate and philanthropic planning and asset protection. PARTNERSINWEALTH does not accept commissions and every decision is based on the interests of clients, without regard to compensation. For a unique approach to financial management, check http://www.partnersinwealth.com/ or call (713) 964-4028.