Weekly insights on the markets, economy, and financial planning
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
A Note on the Conflict in Ukraine
It’s been a difficult week, with many of us watching the terrible events in Ukraine unfold. You’ve likely heard about the possible second-order effects, like a skittish stock market, potential energy supply constriction, and the threat of continuing supply chain disruptions.
No one knows how long the current crisis will last or how it may further rattle an already volatile market. Thus far, the stock market has been extremely resilient, as much of this situation may have been priced in.
While we are no foreign policy experts, we wanted to reach out to let you know we are keeping a close eye on the latest news as it unfolds, with a specific focus on the ways it may impact our clients.
Please don’t hesitate to reach out with any questions or concerns you might have. In the meantime, our thoughts and prayers are with the people of Ukraine and anyone impacted by the crisis.
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Shareholder | Chief Investment Officer