The Houston Business Journal published their list of the Largest Money Managers in the Houston area. For those firms that responded, they were ranked by local assets under management. You can view the list here.
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 29! Just shy of the top 25, but PARTNERSINWEALTH still received honorable mention in the March 6-12, 2015 issue.
While PARTNERSINWEALTH‘s services go far beyond just money management, PARTNERSINWEALTHfeels very honored to be in the top 30 money manager firms in Houston.
PARTNERSINWEALTH would also like to congratulate the other Houston money manager 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 https://www.partnersinwealth.com/ or call (713) 964-4028.