At PartnersInWealth®, we understand how important financial peace of mind is—and just how challenging it is to achieve. Financially successful families like yours can face a range of issues, from feeling like you have no control of your complex financial situation and no plan to help you gain control, to needing a sounding board for your financial decisions yet having no trust in traditional advisors. Our goal is to help you achieve enduring financial confidence so you can focus on what’s important to you.
Our Houston-area firm draws on a team with deep personal advisory experience to meet our clients’ often-complex financial needs. Our PersonalCFOs have earned the highest levels of education, including the industry-respected CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Life Underwriter® certification, and the Master of Business Administration.
Our steadfast focus on helping our clients gain control of their finances and eliminate confusion has earned us industry and consumer recognition, such as the Five Star Professional award, the Better Business Bureau Pinnacle Award for customer satisfaction, and elections to the Society of Financial Service Professionals Board. Additionally, we are consistently recognized by the Houston Business Journal as one of the top wealth management firms in Houston.