We take a holistic approach, and combine financial planning and investment management to provide Total Wealth Management for our clients. We also have affiliations with various firms that can assist with tax planning, estate planning, insurance needs, and more. This enables us to help you with complex financial needs.
The financial planning process begins by understanding who you are and what matters most in your life. We'll create your customized plan that covers areas such as retirement, college funding, social security analysis, cash flow, budgeting, insurance, estate planning, taxes, asset allocation, and more.
Our investment approach is based on established facts and real evidence, not empty opinions or speculation. We build global portfolios that include stocks, bonds, and where appropriate, real estate and commodities. By diversifying across many different asset classes we’ll help you balance the relationship between risk and return to ensure your long-term wealth goals will be achieved.
By teaming up with the best service providers in the industry we can serve all of your retirement plan needs, including plan administration, record keeping, enrollment, investment management and advice, and more.
Pathway is a financial goals-based investment program designed for people in the early stages of building wealth. Pathway creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth. This program is ideal for clients who don’t have a need for our total wealth management services at this stage in life, but want to start investing today.
Are we right for you?
Find out if we’re a good match for your 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 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.