Working With PartnersInWealth Financial Advisors
Our Houston Financial Advisors follow THE PARTNERSINWEALTH PROGRAM which starts with you telling us your financial aspirations as well as your worries, frustrations and concerns.
From there, your WEALTHPARTNER, will craft a well thought out, comprehensive, objective, and actionable plan that will get you from where you are now to where you want to be. Working with our internal team, and your current advisors as necessary (or we can make a recommendation), they will leave no rocks unturned in identifying ideas that will allow you to get the results you want. They act as your advocate in selecting best-in-class products and service providers, and they will monitor their performance to insure that your interests are always represented.
Through THE PARTNERSINWEALTH PROGRAM's technology platform, you will receive an at-a-glance overview of how each facet of your financial picture is performing, individually and relative to your overall plan. You will have all of your financial information in one easily accessible place, and it is updated daily.
Your WEALTHPARTNER is your life long partner who understands your goals and aspirations, and has that unique bird's-eye view of your overall financial situation. They will proactively contact you with ideas that will further improve your situation, and help you avoid the inevitable pitfalls that can derail the best laid plans, just like the captain of a ship makes sure passengers arrive at their destination safely. You will meet annually (and more often if the need arises) and touch base at least four times throughout the year. They are there for you at all times, ready to listen and respond to your needs.
And our financial management services are delivered using the most objective compensation method available. Since our compensation is based on your net worth, we aren't owned by another financial institution or have a trust department to support, and we only receive compensation from the client, you will have the confidence of knowing that your WEALTHPARTNER is always acting in your best interest. Our analysis and recommendations are based solely on what we believe is in your best interest.