Wealth Management Advisors in Houston, TX

Insight’s Houston-based fee-only financial advisors focus on offering comprehensive financial planning, retirement planning and wealth management services. Our experienced Houston wealth managers are knowledgeable in creating custom-built financial plans that incorporate various situations for future events. We also have an in-house portfolio management team that builds risk specific portfolios and manages those portfolios for our clients. 

Wealth management is an important component to reaching financial goals and retirement. Our in-house portfolio managers use quantitative and fundamental analysis to determine what strategies will benefit our clients. They continuously monitor and review market trends, economic conditions and performance and in turn update our offered portfolios accordingly. Another benefit to working with an Insight Wealth Manager is that we are fee-only advisors. This means our advisors compensation comes directly from fees paid directly from their clients and not from the commission on the sale of financial products.

What Is Fee-Only Wealth Management?

Wealth management is a component of financial services geared towards wealthy clients offering investment management needs. A wealth management advisor can create customized investment strategies and plans for their clients to help manage their assets effectively.

By choosing a fee-only wealth manager you receive complete transparency since we have no conflicts of interest. You also receive client focused advice specific to your current financial situation. Flexible payment arrangements are also an option as the advisor can work with the potential client on the best payment option for their specific needs.

There are many benefits to working with a wealth management firm. The most inclusive being the comprehensive financial services they can offer. This includes all facets of your financial pictures such as customized asset management, financial planning, retirement planning and much more.

Wealth Management Strategies & Examples

Every wealth management firm will have different approaches when it comes to what strategies to use with their clients. It will also depend on the client’s current financial situation, risk tolerance and investment timeline.

• Value Investing

An investment strategy that looks at stocks that are underappreciated by investors and the market overall. Value investors tend to look at stocks that seem cheap compared to the underlying profits from their businesses in the expectation the stock price will increase once people come to realize the actual value of the company’s fundamental business.

This strategy appeals to investors who like a bargain since value investing is looking for stocks selling at a discount to their intrinsic value.

• Growth Investing

An investing approach that buys stocks attached to businesses that have desirable characteristics its competitors are lacking. These characteristics can include quantitative characteristics such as high growth rates in sales or earnings. It can also include qualitative characteristics including solid customer loyalty or strong brand awareness.

Insight Wealth Strategies is excited to announce that we have been ranked by AdvisoryHQ as one of the Top Ten Financial Advisor Firms in Houston of 2020!

In their review of Insight Wealth Strategies, AdvisoryHQ said, “The firm specializes in delivering strategic Houston financial planning and wealth management for clients in the oil and gas industries, specifically when it comes to Chevron employees.

We have chosen Insight Wealth Strategies as a top Houston financial advisor for their unique focus on the oil and gas industries, fiduciary commitment, and their extensive financial services.” Click here to read the full review.

Texas Financial Advisor Award
*The AdvisoryHQ Top Financial Advisor award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer before the final selection process occurs. AdvisoryHQ reviews and ranks advisory and investment companies only. We do not review or rank people (financial professionals, investment individuals, etc). For additional information see http://bit.ly/2sv0nKk.

Our Houston Wealth Management Team

Our team has been working with individuals just like you since 2002 by helping them with retirement planning and wealth management. 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.

Houston, TX Financial Advisor
Ready to talk about wealth management? Reach out to one of our financial advisors in the Houston area now by completing the form below.

Financial Advisors in Houston


    Our Focus

    We’re a team of fiduciaries dedicated to helping you build and maintain more wealth, eventually passing it down to the next generation. We are legally and ethically obligated to serve your best interests – not our own. That means you can trust us to give you the objective and reliable advice you need.

    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 plan with you in detail before putting it into action.

    We have unique expertise and knowledge about Chevron from working with over 500 Chevron employees in Houston, Texas as well as San Ramon and Point Richmond, California 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.

    Anyone looking for a financial planner in Houston, TX would be well advised to call Insight Wealth Strategies. We are a fee-only firm, meaning that we receive no other form of compensation except the fee we charge for our investment advice. With no conflicts of interest, you can count on us to give you the best possible guidance as you work to achieve your personal objectives.

    Our services include comprehensive financial planning, investment management, retirement planning, and more.

    Frequently Asked Questions

    • Wealth management firms provide a comprehensive overview of a clients overall financial picture. They can create unique investment options and customized financial plans based on your current financial situation and future goals.
    • Wealth Management firms can help ease stress related to finances and retirement planning. They can help their clients plan for their financial future and advise on what investment strategy approach will work best.
    • During the first meeting with your Houston wealth manager you can expect a complete assessment of your current financial situation. We’ll ask a number of questions to get a better understanding of your situation – investments, family and personal goals included.
    • We operate as a fiduciary, which means that we have an obligation to our clients to make objective recommendations in their best interests, not ours.
    • Addressing financial wellness is a journey. We typically meet with our clients quarterly to evaluate changes in their situation, discuss progress, answer questions, and propose appropriate adjustments to their plan.
    • Any insurance policies you have
    • Mortgage and other debt statements
    • Pay stubs for you and/or your spouse
    • 401(k) and other investment plan statements
    • Your most recent tax return
    • Your monthly budget

    Investment management is the managing of financial assets and other investments—not just buying and selling them. Management includes developing a short- or long-term plan for obtaining and disposing of portfolio holdings.

    • People want their money to grow without work, which is why a trustworthy investment manager brings value. The responsibility of an investment manager is to manage their book of clients and guarantee their investment goals are being met or are in progress.
    • Everyone can benefit from taking a look at their financial situation and determining if wealth management is a good fit. Insight’s Wealth Management team is here to help high-net worth clients in need of some guidance on how to manage their wealth.