The best source for you to receive third party feedback about PARTNERSINWEALTH is from clients and consultants who are familiar with our work, have received feedback from mutual clients about our services, and know many other financial advisors and the services they provide. Should we mutually agree that our services are right for you, we would be happy to provide you with a list of some clients and consultants you can contact.


In the interim, here are some sources you can contact to verify our credibility:

Additionally, our firm has been listed as one of the 150 best financial advisors for doctors as reported in the November 3, 2006 issue of Medical Economics magazine; recognized as one of the Top 250 Wealth Advisors in the Oct/Nov 2008 issue of Worth Magazine; 2011, 2012,  2013  and 2014 Houston Five Star Wealth Manager award featured in Texas Monthly Magazine.

Medical Economics 2006

Worth Magazine 2008

Five-Star Award 2011