Capitalwise Wealth Management

Capitalwise Wealth Management is a proactive financial institution located at 3200 Southwest Freeway in Houston, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses achieve their financial goals. From retirement planning to estate planning, investments, and risk management, we provide personalized strategies to simplify your financial journey.

We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical practices, and law or accounting partnerships. Our portfolio strategy is designed for accredited investors and high-net-worth individuals, offering investment advisory products and services for foundations, endowments, and nonprofit organizations.

Securities are offered through Equitable Advisors, LLC, and investment advisory services are provided by Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Our team does not provide tax or legal advice, but we can help you navigate your financial decisions with confidence.

At Capitalwise, we believe in building strong relationships with our clients and providing access to the best resources for financial success. Visit equitable.com/crs for more information about Equitable Advisors, LLC and our services. Capitalwise Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Contact us today to start your financial journey with a dedicated team of professionals.