Our founder, James R. Waters, CFP, began providing financial management assistance to successful households in 1984. Ever since, we have diligently perfected our approach.
Applying our considerable experience and the wisdom gained from managing the financial affairs of our clients over decades, we have successfully led clients and their families through almost every personal and economic situation imaginable. From significant economic cycles to changes in tax and estate law, our clients have relied on us for calm, steady advice and generational planning expertise.
You view your wealth as your legacy for generations to come. We take the same view of our firm. PartnersInWealth is structured to endure for the long-term. Our employee-owned firm has a solid succession plan. The firm’s leaders are equity owners, and we proactively nurture the next generation of employees to ensure that the firm’s services and culture remain intact for you, your children, grandchildren and beyond.
Our commitment to excellence has earned us industry and consumer recognition. We have consistently been named one of the top wealth management firms in Houston by the Houston Business Journal. We have also been named a Five Star Professional award winner multiple times, and we are regular winners of the Better Business Bureau Pinnacle Award for client satisfaction.
PartnersInWealth attracts high-quality professionals, chosen for both their industry expertise as well as a commitment to exceptional client service. We are very proud of our team and their dedication to our mission. We pride ourselves on a culture that is client-focused, performance-and-accountability-driven, and committed to the long-term success of its employees in their careers.
Our PersonalCFOs have attained the highest levels of education, including the industry-respected CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Life Underwriter® certification, and the Master of Business Administration.