Houston Financial Planning
It’s not surprising that 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.
Financial Planning Simplified
Our Houston advisors have 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 grows with you as your life evolves.
Meet the Team of Professionals
Our Houston location houses some of the brightest minds in wealth management with specialists in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy. While there are virtually unlimited planning options, our professional team helps ensure our process puts the various pieces of your financial life together so you can live more and worry less.
More Than Just Financial Planning
We value giving back to the communities in which we operate. Through GWA Gives© we actively engage with the community through a variety of volunteer and philanthropic activities. There are several organizations we support brought to us by staff members who serve them. 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, videos, and podcast that are useful for people at any stage of their financial life.
Visit Our Convenient Location Serving the Houston Metro Area
The Houston office is located at:
Our beautiful Houston office located near Uptown is a short stop from the Galleria, Memorial Park, Museum District, the River Oaks Shopping District, and many fine dining options. Situated near Interstate 610, Interstate 10, Interstate 69, and Westpark Tollway, there is easy access from Downtown, Galleria, River Oaks, the Medical Center, Energy Corridor, West University, and Upper Kirby. From this office we serve the entire Houston Metro area.
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