TOP 10 Estate planning for families in Houston, TX
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Merrill Lynch Financial Advisor Barry W Smith III
● ClosedMerrill Lynch Financial Advisor Barry W Smith III is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At The Smith Wealth Management Group, they offer a distinctive, multi-generational approach to wealth management that is personal, comprehensive, and meaningful. They focus on managing not just your money, but also your decisions around money. The team at The Smith Wealth Management Group works closely with clients to address their specialized financial needs, serving a diverse clientele including active and retired physicians, corporate executives, consultants, and multiple generations of families. They provide planning-based approach, working closely with clients, their spouses, and adult children to optimize tax efficiencies and align financial and tax minimization strategies. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, delivering sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. With a collaborative team approach and personalized service, they aim to provide clients with a unique and tailored financial experience. The team at The Smith Wealth Management Group has extensive knowledge and an uncommon perspective in accounting and institutional investing, offering clients the expertise needed to build and preserve solid, long-lasting wealth. They focus on creating investment strategies that align with clients' personal goals for retirement, ensuring that clients are well-informed and comfortable with their portfolios. The team also places a strong emphasis on tax management, developing strategies for tax minimization, legacy planning, and estate planning to meet clients' current and future needs. Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Barry W Smith Jr
● ClosedThe Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.
800 Capitol St, Houston, TX 77002, United States -
Capitalwise Wealth Management
● ClosedCapitalwise Wealth Management is a finance institution located at 802 West 17th Street in Houston, Texas, United States. Our team of proactive wealth management advisors is dedicated to helping high-net-worth families and select businesses simplify their Retirement, Estate Planning strategies, Investments, and Risk management. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical or dental practices, and law or accounting practice partners to help them make the best decisions for their financial future. Our portfolio strategy is tailored for accredited investors and high-net-worth individuals, as well as foundations, endowments, and nonprofit organizations. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are also available through Equitable Advisors, LLC. Annuity and insurance products are offered through Equitable Network, LLC. At Capitalwise, we believe in providing our clients with a dedicated team of professionals who can offer access to the best resources to help navigate their financial journey. Please consult your tax and legal advisors regarding your specific circumstances. For more information about Equitable Advisors, LLC, visit equitable.com/crs. Capitalwise Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
802 W 17th St Unit 200, Houston, TX 77008, United States -
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
● ClosedMerrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Feriz Halili
● ClosedMerrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Ameriprise Financial: Statham Diane L
● OpenAmeriprise Financial: Statham Diane L is a finance institution located at 3050 Post Oak Boulevard in Houston, Texas, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find one that aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future by contacting Ameriprise Financial: Statham Diane L today.
3050 Post Oak Blvd UNIT 1710, Houston, TX 77056, United States -
Randy Head - Raymond James
● OpenRandy Head - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a focus on providing personalized financial services, Randy Head - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their experienced team of professionals is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Randy Head - Raymond James is committed to helping you secure a stable financial future.
5847 San Felipe St Suite 3900, Houston, TX 77057, United States -
Don Elster - Raymond James
● OpenDon Elster - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas. As part of the Raymond James network, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced financial advisors, Don Elster - Raymond James provides personalized advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you make informed financial decisions. Visit Don Elster - Raymond James today to learn more about their services and how they can help you secure your financial future.
5847 San Felipe St #4300, Houston, TX 77057, United States -
Azul Wealth Partners
● OpenAzul Wealth Partners is a finance institution located at 2236 Bissonnet Street in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Azul Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
2236 Bissonnet St, Houston, TX 77005, United States -
Kevin Roth, CFP, CEPA, CM&AA
● ClosedKevin Roth, CFP, CEPA, CM&AA is a boutique financial institution located at 900 Rockmead Drive in Houston, Texas, United States. Specializing in providing Family CFO services driven by stewardship and built on experience, we cater to entrepreneurs looking to understand their options for exiting and monetizing their businesses, as well as family stewards seeking to grow and protect their wealth for future generations. Our team of financial advocates and partners work closely with our clients to co-create action plans that address their financial, tax, business, philanthropic, and estate planning needs. We offer liquidity and exit planning services for entrepreneurs and business owners, helping them transition from founder to asset manager, preparing their businesses for sale, and ensuring the well-being of their families and employees.
900 Rockmead Dr Suite 255, Kingwood Area, TX 77339, United States -
Horizon Advisory Group, LLC
● ClosedHorizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.
2808 Caroline St Ste 201-M, Houston, TX 77004, United States -
Merrill Lynch Financial Advisor Trenton R. Hollas
● ClosedMerrill Lynch Financial Advisor Trenton R. Hollas, located at 800 Capitol Street in Houston, Texas, offers insights, observations, and ideas to help individuals pursue their financial goals. With experience in managing concentrated stock positions and navigating important life events such as retirement, inheritance, or business sales, Trenton R. Hollas provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he helps coordinate comprehensive financial and legacy plans. As a part of the Merrill Lynch Wealth Management team, Trenton R. Hollas focuses on building personalized financial plans centered on individual goals and priorities. Through in-depth conversations and the Merrill Personal Wealth Analysis™, clients can develop strategies to achieve their financial objectives. By utilizing the Investment Personality Assessment, Trenton R. Hollas gains a better understanding of clients' investing preferences to tailor financial approaches accordingly.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Tyler Lane
● OpenMerrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States -
Bank of America Private Client Advisor Michael E Rogala
● OpenBank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
800 Capitol St, Houston, TX 77002, United States -
Reimer McGuinness Hess
● ClosedReimer McGuinness Hess is a financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team builds authentic, personal relationships with our clients to provide more than just transactional services. Whether you need an audit, review, or compilation, we offer the level of service necessary to meet your financial reporting needs. We provide expert strategic guidance to help you stay financially healthy and offer support for start-up business owners navigating complex accounting processes. Our online apps make it easy to conduct business with us, and we are committed to using technology to enhance our services while maintaining a personalized, human-centric approach. Additionally, we offer tips and strategies for managing business debt, creating sustainable practices, surviving supply chain disruptions, and curating holiday feasts that cater to all dietary preferences. Let us help you navigate the financial aspects of your business and plan for a successful future.
750 Town and Country Blvd #800, Houston, TX 77024, United States -
Law Office of Kunal Patel, PLLC
● ClosedThe Law Office of Kunal Patel, PLLC is a Houston-based institution specializing in accounting, finance, and legal services. Located at 6671 Southwest Freeway, Houston, Texas, United States, this institution is known for its expertise in representing clients in federal tax matters, particularly dealing with IRS problems. The team at the Law Office of Kunal Patel, PLLC understands the stress that taxpayers face when dealing with tax issues and works diligently to provide careful planning and teamwork to resolve these matters. The IRS can be aggressive in collecting taxes, which can include filing liens, garnishing wages, and levying bank accounts. The longer these issues are ignored, the more penalties and interest can accrue. For taxpayers with undisclosed foreign financial assets and income, the Law Office of Kunal Patel, PLLC offers various options to remedy previous failures to comply with US tax and information reporting obligations. This includes successful representation in offshore voluntary disclosure matters.
6671 Southwest Fwy ste 820-b, Houston, TX 77074, United States -
Platinum Tax Management
● ClosedPlatinum Tax Management is a privately-owned tax management firm located in The Woodlands, Texas, serving affluent clients in the Greater Houston area and nationwide. Our team of trained tax specialists is dedicated to providing professional, fast, and friendly service to help individuals and families make sense of their financial situations and plan for the future. We prioritize customer service and strive to build long-term relationships with hardworking, self-made individuals who need assistance with their taxes. At Platinum Tax Management, we understand the complexities of today's tax laws and aim to maximize deductions and credits for our clients. Our services include tax preparation, tax management, and personalized wealth strategy guidance to help clients achieve financial independence. Whether you are an active real estate professional or looking to utilize the 20% pass-through deduction, our team is here to help you navigate the complexities of tax obligations and investments.
8505 Technology Forest Pl Ste 404, The Woodlands, TX 77381, United States -
Lone Star National Consultants LLC
● ClosedLone Star National Consultants LLC is a reputable institution located at 1990 Cypress Creek Parkway in Houston, Texas. Specializing in accounting, finance, and real estate agency services, we have been assisting families of all sizes since 2016. Our team of Consultants and Investors are dedicated to helping you navigate the ever-changing landscape of the 21st Century, making your business success our top priority. As a Christian Family company, we are committed to providing expert strategies that deliver success for your portfolio and make a difference in the future of real estate. Whether you need assistance with managing your business on a day-to-day basis or improving your portfolio, we are here to help. Contact us today to discover how our services and strategies can benefit your future. Lone Star National Consultants - where expertise meets excellence in the new real estate age.
1990 Cypress Creek Pkwy, Houston, TX 77090, United States -
Flato, Williams & Patterson, P.C.
● ClosedFlato, Williams & Patterson, P.C. is a leading accounting and finance institution located at 9821 Katy Freeway in Houston, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with personal finances or corporate accounting, Flato, Williams & Patterson, P.C. is here to help you achieve your financial goals.
9821 Katy Fwy #200, Houston, TX 77024, United States -
Nelson & Associates
● ClosedNelson & Associates is a reputable accounting and finance institution located at 3700 Buffalo Speedway in Houston, Texas. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Nelson & Associates for all your accounting and finance needs in the United States.
3700 Buffalo Speedway # 1040, Houston, TX 77098, United States -
Guia Tax
● ClosedGuia Tax is a finance institution located at 8519 Village Terrace, Houston, Texas, United States. New clients are required to make a $40 prepaid deposit to book an appointment. Our family-owned tax service has been serving the community for over 12 years, providing quality, professional, and informative personal and small business tax return preparation. We offer 30 minute in-person, virtual, or phone appointments to answer all your federal and state tax return and planning questions. We also provide a free, personalized W4 check-up to ensure your tax withholdings are correct. Additionally, we offer 60 minute appointments to file tax returns for sole-proprietors, contractors, single-member LLCs, Qualified Joint Ventures, and Real Estate Investors.
8519 Village Terrace, Houston, TX 77040, United States -
Truelove Law Firm, PLLC
● ClosedTruelove Law Firm, PLLC is a reputable legal institution located at 100 West Houston Street in Marshall, Texas, United States. With a team of experienced and dedicated attorneys, Truelove Law Firm specializes in various areas of law including criminal defense, family law, personal injury, and estate planning. Clients can expect personalized attention and expert legal representation to help navigate through their legal matters. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Truelove Law Firm is committed to providing top-notch legal services to meet your needs. Contact them today for a consultation.
100 W Houston St, Marshall, TX 75670, United States -
Elliott Mark K
● OpenElliott Mark K is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. Our team of highly skilled lawyers at Langdon Davis is dedicated to providing top-quality legal representation in a wide range of practice areas. We are proud to have been recognized by Super Lawyers®, a prestigious peer review attorney rating service, for our exceptional ethical conduct and professional competence. Attorney Brent Langdon, a member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of experienced litigators. With over twenty five years of experience, Mr. Langdon and his partner Kyle Davis are well-respected in the Texas and Arkansas court systems. Our attorneys are active members of various professional organizations and are committed to serving the residents of Texarkana, New Boston, and surrounding communities.
625 Sam Houston St, New Boston, TX 75570, United States -
Eckhart Brandon
● OpenEckhart Brandon is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. Specializing in various practice areas, our team of skilled lawyers at Langdon Davis is dedicated to providing high-quality legal representation to clients in the Texarkana area. With a commitment to excellence, our firm has been recognized by Super Lawyers®, a peer review attorney rating service that only selects 5 percent of attorneys in the state. Attorney Brent Langdon, a proud member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of experienced litigators who have a deep understanding of the Texas and Arkansas court systems. Our attorneys, including Kyle Davis and Nick Newton, are members of several professional organizations and are well-respected in the legal community. Whether you need assistance with estate planning, real estate matters, or litigation, our team is here to help. We pride ourselves on serving the residents of Texarkana, New Boston, and surrounding communities with personalized legal services tailored to meet their individual needs. Contact us today for expert legal representation in Texas or Arkansas.
625 Sam Houston St, New Boston, TX 75570, United States -
Langdon Brent M
● OpenLangdon Brent M is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas. Our team of dedicated lawyers in the Texarkana area provides high-quality legal representation in a wide range of practice areas. We are honored to be recognized as Super Lawyers®, a distinction that only 5 percent of attorneys in the state receive. Our lead attorney, Brent Langdon, is a member of the Million Dollar Advocates Forum and holds certifications in Family Law specialization. With over twenty five years of experience, our attorneys are seasoned litigators who are well-versed in the Texas and Arkansas court systems. We have a strong reputation among local judges, prosecutors, and court personnel. Whether you need assistance with family law, real estate, estate planning, or taxation, our team is here to help.
625 Sam Houston St, New Boston, TX 75570, United States -
Alford Fredye Long
● OpenAlford Fredye Long is a prestigious institution located at 625 Sam Houston Street in New Boston, Texas, United States. Specializing in legal services, our team of outstanding lawyers at Langdon Davis is dedicated to providing high-quality representation in a wide range of practice areas. Recognized as Super Lawyers®, our attorneys have been distinguished for their ethical conduct and professional competence, with only 5 percent of attorneys in the state making it onto this prestigious list. Attorney Brent Langdon, a member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of skilled litigators with over twenty five years of experience in litigation. Kyle Davis is a respected leader in real estate practice, while Nick Newton, a CPA with a masters in Law in Taxation, specializes in estate planning and accounting for individuals and businesses.
625 Sam Houston St, New Boston, TX 75570, United States -
Newton Nick
● OpenNewton Nick is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. At Langdon Davis, you will find a team of dedicated and highly skilled lawyers ready to provide excellent legal representation in a wide range of practice areas. Our firm has been recognized by Super Lawyers®, a peer review attorney rating service, showcasing our commitment to ethical conduct and professional competence. Attorney Brent Langdon is a proud member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, with over twenty five years of experience in litigation. Kyle Davis is a leader in real estate practice, and Nick Newton, a CPA with a masters in Law in Taxation, specializes in estate planning and accounting. Our attorneys are well-respected in the Texas and Arkansas court systems, representing clients before judges on a regular basis. We are proud to serve the residents of Texarkana, New Boston, and surrounding communities, offering high-quality legal assistance in Texas and Arkansas. Contact us today for expert legal representation.
625 Sam Houston St, New Boston, TX 75570, United States -
On Spot Mobile Notary
● OpenOn Spot Mobile Notary is your go-to solution for comprehensive notarial services in Cypress and Houston, TX. Specializing in both online and mobile notary services, we offer the convenience of notarizing your important documents from anywhere in the world or directly at our office in Cypress, TX.
13810 Amanda Grace Ln, Cypress, TX 77429, United States
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