PartnersInWealth® is an independent financial advisory firm in Houston serving financially successful families. Through the PartnersInWealth® Program, clients work with a PersonalCFO who serves as a single point of contact they can count on to coordinate all aspects of their personal finances and optimize their wealth. The PartnersInWealth® team draws on 50-plus years of combined personal advisory experience to help clients maximize their resources so they can positively impact their families and communities.
PartnersInWealth® was founded on the sole belief that high net worth individuals have many blessings – intelligence, ambition, an influential network and, of course, financial resources – that puts them in a position to make a significant, positive impact on their communities and beyond. Unfortunately, many are not as confident moving forward as they could be because they are held back by personal financial management concerns. PartnersInWealth® services meet the unique needs of financially successful households. PartnersInWealth® provides clients with a forward-looking plan that gives them confidence, serves as a sounding board for any financial issues, oversees their holdings and coordinates the efforts of their various financial advisors. PartnersInWealth® prides itself on its mission of providing clients with an enduring financial peace of mind.