Total Wealth Management is the coupling of financial planning and investment management – two inseparable components of a successful financial life. We understand that financial management extends far beyond just handling your assets, and we’re with you every step of the way. You deserve a financial advisor who understands your goals, to ensure you’ll receive prudent, well-rounded advice.
We take a holistic approach to personal finance. Our financial advisors understand where you are and where you want to go, before making any investment recommendations. The plan we construct together will become your financial blueprint, and will form the basis of the relationship with our experienced wealth management firm. This combination of comprehensive financial planning and investment management enables us to deliver total wealth management to our clients.
At Financial Synergies Wealth Advisors, we go beyond just managing your investments, we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise on your whole picture, ensuring a financial plan that works for your needs.
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Entering retirement without a financial plan is like building a house without blueprints: the ultimate result may not be what you envisioned. By modeling your financial life, we can alter key aspects of the plan to see the impact before you actually make any changes.
The financial planning process begins by understanding who you are and what matters most in your life. We’ll have detailed discussions to uncover the answers to these important questions. We’ll then tailor our recommendations to your unique situation. Whether you’re planning for retirement, college, first home, or anything in-between, we have you covered!
Chances are, if you go looking for the next “hot stock” or try to pinpoint the perfect time to get in or out of the market, you’re not going to build wealth. You’re just going to move backwards. We let decades of financial research and analysis guide our recommendations.
Our evidence-based investment strategy brings logic and simplicity to your life, so you can focus on the things you can control and ignore the things you can’t. We design and manage well diversified, low cost and tax efficient portfolios which take the least risk needed to achieve your financial goals.
Taxes can take a big bite out of your income and investment gains, so proper planning is critical. We’ll incorporate your specific tax circumstances into a custom financial plan and investment portfolio.
We maintain a tax-sensitive approach across all areas of your finances to help you maximize future income and protect your assets. Our tax planning process includes tax return analysis, determining optimal tax shelters and deferral strategies, projections, tax-managed investment portfolios, and more.
Prudent risk management is at the heart of our financial planning process. Whether we’re helping you protect against unexpected events with insurance guidance or implementing protective investment portfolio strategies, we’ll develop a durable plan to help you weather any storm. We’ll also coordinate with your insurance agent to ensure appropriate protection across all areas of your finances.
Proper estate planning will help shape your financial priorities. Your wealth can have a great impact on future family generations or charitable causes. We work to understand and define those goals. Using that understanding and knowledge of the available tools and difficulties that inter-generational wealth transfers can present, we help you formulate and execute a plan to achieve those goals. Estate planning involves coordinating and developing wills and trusts, estate tax strategies, titling and beneficiary designations, charitable giving, and more.
Financial planning and investments go hand in hand. Attempting one without the other is like trying to steer a boat with no rudder – you have no real direction. Our wealth management process involves comprehensive financial planning and investment management that’s tailored for your financial situation.
As a Houston wealth management firm, we also have affiliations with other professionals that can assist with tax planning, estate planning, insurance needs, and more. These affiliations enable us to help you with complex financial needs – simplifying your financial life.
At Financial Synergies Wealth Advisors, the high-touch wealth management and financial advisory experience we provide includes a diverse suite of wealth solutions customized to fit the needs of your unique situation.
We believe that superior financial planning involves much more than just retirement projections and portfolio allocations. Instead, it should be tailored to support and protect your evolving financial future, and to fully realize objectives and goals as individualized as you are.
Our in-depth approach encompasses a complete understanding of your financial life, and careful analysis of multiple and often complex options to identify and implement just the right solutions.
Our total wealth management solutions include:
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.
