HOUSTON FINANCIAL PLANNING

It’s not surprising one of the top questions we’re asked when we meet someone for the first time is if they will have enough money to retire when they want to. The fact is, most people struggle with this same question. You’re not alone, and we’re here to help.

Contact the Houston Office
Global Wealth Advisors team of financial advisors.

FINANCIAL PLANNING SIMPLIFIED

The experienced team in our Houston office has the resources and flexibility to provide you with a custom-tailored personal financial planning solution for today, tomorrow, and generations to come. You’ll experience the difference with our proprietary 3P Approach©, a process that ensures we create a financial plan that reflects your goals and that grows with you as your financial life evolves.

MEET THE TEAM OF PROFESSIONALS

The Houston location houses some of the brightest minds in wealth management. We have specialists in retirement and tax reduction planning, investment management, insurance and risk mitigation, estate planning and philanthropy, and business planning including debt and cash flow analysis and succession. While there are virtually unlimited financial planning options available, our team of professionals helps you put the various pieces of your financial life together so you can live more and worry less.

Tom Kennedy headshot.

Tom Kennedy

CFP®

Managing Partner -

Houston Office

Sierra Elrod headshot.

Sierra Elrod

CEPA®

Paraplanner -

Houston Office

Don Hanley headshot.

Don Hanley

Associate Analyst -

Houston Office

Ricardo Morales headshot.

Ricardo Diaz
Ceballos Morales

Client Service Associate -

Houston Office

Smiling family served by professional financial planning and wealth management.

MORE THAN JUST FINANCIAL PLANNING

We value giving back to the communities in which we operate. Through our GWA Gives© program,  we actively engage with the community through a variety of hands-on volunteer and philanthropic activities. Many of the organizations we support were brought to us by our staff members. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog articles, informational videos, and a podcast that are useful for people at any stage of their financial life.

VISIT OUR CONVENIENT LOCATION SERVING THE HOUSTON METRO AREA

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Monday – Thursday
8:30 to 6:00
Friday 8:30 to 1:00

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Latest Blog Posts

Navigating joint or separate bank accounts with a positive excited young couple.

Navigating Joint or Separate Bank Accounts

November 7, 2024

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Should You Buy an Umbrella Insurance Policy?

October 30, 2024

High-net-worth individuals often have complex financial portfolios that include substantial assets, investments, and businesses. While they enjoy financial succ...

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Family member sitting with elderly parents with a list of questions to ask parents about estate planning.

Questions to Ask Parents Over the Holidays

October 22, 2024

It’s beginning to look a lot like Thanksgiving . . . and then Hannukah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for fam...

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.