At Insight Wealth Strategies, our team of financial advisors in Houston, TX, excels in delivering comprehensive Houston retirement planning, financial planning, and investment portfolio management services tailored to the unique dynamics of the Houston area. Each of our certified financial advisors in Houston, TX, possesses deep local knowledge, enabling them to create custom-built financial plans that are finely tuned to your personal and professional landscape in Houston.
Reach out to one of our financial advisors in the Houston area now by completing the form below.
Our team of experienced wealth managers have been working with individuals similar to yourself since 2002, guiding them through aspects of their financial life, ranging from wealth management to retirement planning.
We are fee-only financial planners, meaning there are no conflicts of interest as we do not receive any other form of compensation other than the fee we receive from the clients we work with based on assets under management.
Managing Partner/Financial Advisor
Portfolio Manager
Client Service Manager
At Insight, we have been providing top-notch investment management services to high net worth individuals in Houston and the surrounding areas for over 20 years. Whether you are located in Bellaire , The Woodlands , Sugar Land , Port Arthur , Orange or Beaumont, Texas our team of experienced professionals has a deep understanding of the local market, and we are committed to helping our clients achieve their financial goals.
As fiduciaries , we prioritize our clients’ best interests above all else. This means that we always act in their best interests by providing honest and transparent financial advice to help them make informed financial decisions. Our local clients can trust in our deep understanding of the Houston market, ensuring that the guidance we provide is not only in their best interests but also aligned with the specific financial opportunities and challenges of the Houston area.
Our approach is customized to the individual client. We take a close look at your situation before we give you any advice, considering factors such as your financial data, your goals, and the level of risk you’re willing to tolerate. Once we have a clear picture of your situation, we’ll craft a customized plan to help you achieve your goals. Then we’ll go over the financial plan with you in detail before putting it into action, ensuring your confidence in our strategies for securing your financial life and future performance.
We have unique expertise and knowledge about Chevron from working with over 500 Chevron employees in Houston, Texas as well as San Ramon, CA since 2002 with their financial planning and investment needs.
The city of Houston is one of the most desirable places to live in the entire state of Texas. This city has a delightful urban feel to it, with many parks, as well as restaurants and coffee shops where you can spend your free time. We are uniquely positioned in the Houston area to provide services to many neighboring areas including: The Woodlands, Sugar Land and Deer Park. If you’re looking for a skilled and trustworthy financial planner in Houston, TX, call Insight Wealth Strategies.
Led by expert financial advisors in Houston, TX, our services encompass comprehensive Houston financial planning, investment management, retirement planning, and more.
Are you looking for financial services outside of Houston? We also offer San Ramon wealth management along with Bay Area financial advisors to help you with your financial planning.
Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemark’s Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team.
Chad is an involved emerging leader with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.
Cole began his career with Sagemark Consulting where he assisted with portfolio management for a team of advisors. He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s in Investment Management and Financial Analysis from Creighton University. Lastly, Cole is a CFA® charter holder.
Cristina has been an integral part of Insight Wealth Strategies’ team since 2016 and previously served as Administrative Assistant to Chad Seegers. Cristina currently oversees the daily operations and procedures by managing the office, giving support to all of our Houston planners with meeting schedules and the client database. She is responsible for creating and implementing client’s paperwork processes and resources in order to provide the best customer care experience.
