TOP 30 Best Generation wealth transfer in Houston, Texas

Kim Latimer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, United States. Kim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kim specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Kim is dedicated to helping clients achieve their financial goals and secure their financial future.

Uptown Wealth Advisors - UBS Financial Services Inc. is a prestigious financial institution located at 4400 Post Oak Parkway in Houston, Texas, United States. With a focus on providing comprehensive wealth management services, Uptown Wealth Advisors offers personalized investment strategies tailored to each client's unique financial goals and aspirations. The team of experienced financial advisors at Uptown Wealth Advisors is dedicated to helping clients build and preserve wealth through thoughtful financial planning and expert investment guidance. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Uptown Wealth Advisors - UBS Financial Services Inc. is committed to helping you achieve financial success.

C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11 East Greenway Plaza, Houston, Texas, United States. The institution offers a wide range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®, among others. These designations cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and veterans. The team at C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge to best serve their clients.

K&S Wealth Advisors - UBS Financial Services Inc. is a finance institution located at 4400 Post Oak Parkway in Houston, Texas. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, K&S Wealth Advisors - UBS Financial Services Inc. can help you navigate the complex world of finance with confidence.

J.R. Martinez Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in Houston, Texas, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, we strive to deliver exceptional service and tailored solutions to meet the unique needs of each individual or business. Visit us at 4400 Post Oak Parkway to learn more about how we can help you secure your financial future.

Bentele Owens Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located in the heart of Houston, Texas. With a prime address at 4400 Post Oak Parkway, this establishment offers top-notch wealth management services to clients seeking expert financial advice and guidance. Specializing in UBS Financial Services, the institution prides itself on providing tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Bentele Owens Wealth Management is dedicated to delivering personalized and comprehensive financial strategies to ensure the long-term success and prosperity of their clients.

Family Wealth Builder of Houston is a leading finance institution located at 5000 Gulf Freeway in Houston, Texas. Our team of experienced financial experts are dedicated to helping families build and grow their wealth through strategic financial planning and investment solutions. Whether you are looking to save for retirement, plan for your children's education, or grow your assets, we provide personalized guidance and support to help you achieve your financial goals. Contact us today to start building your family's wealth for a secure and prosperous future.

TSA Wealth Management is a leading financial institution located at 5718 Westheimer Road in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TSA Wealth Management is here to provide expert guidance and support. With a focus on integrity, transparency, and client satisfaction, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Merrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.

Carine Smith - TIAA Wealth Management Advisor is a leading financial institution located in Houston, Texas. Our team of expert advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or investing for the future, we provide personalized wealth management solutions tailored to your individual needs. Visit us at 6400 Fannin Street to learn more about how we can help you reach your financial goals.

Thomas E. Novosad is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, United States. Thomas holds various prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas' expertise in wealth management, financial planning, and retirement planning for individuals, retirees, small business owners, and high net worth clients. Thomas is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Merrill Lynch Private Wealth Advisor Champ D. Warren, III is a prestigious finance institution located at 800 Capitol Street, Houston, Texas, United States. Specializing in providing personalized financial services to a limited number of individuals and families, the institution offers tailored strategies to help clients simplify their lives and achieve their unique goals. With a team of rigorously trained private wealth advisors, Merrill Private Wealth Management places a strong emphasis on trust and personalized service. The institution boasts industry-leading research and expert analysis to help clients stay ahead in their financial journey. Recognized for their exemplary client service, Merrill Lynch Private Wealth Advisor Champ D. Warren, III has received accolades from various financial industry publications, setting the standard for excellence in the field.

Merrill Lynch Private Wealth Advisor William Leven, located at 800 Capitol Street in Houston, Texas, offers personalized financial services supported by the global capabilities of a leading financial institution. With a focus on a limited number of clients, the team provides tailored attention to all aspects of your financial life, both now and for future generations. Through industry-leading research and expert analysis, they aim to help you stay ahead and achieve your financial goals. The team, led by Private Wealth Investment Management Specialist Anthony Hoff, develops customized financial strategies to meet your cash flow needs and goals based on your risk tolerance and timeframes. They are committed to providing highly personalized one-on-one service, gaining a deep understanding of your goals and helping you develop a multigenerational wealth strategy.

Merrill 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.

Merrill 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.

Merrill Lynch Private Wealth Advisor Reed H. B. Smith is a prestigious finance institution located at 800 Capitol Street, Houston, Texas, United States. Specializing in providing personalized, boutique-like services to a limited number of individuals and families, the private wealth advisors at Merrill Private Wealth Management are dedicated to helping clients achieve their unique goals and priorities. With industry-leading research and expert analysis, the institution offers customized strategies tailored to each client's specific needs. Recognized for their exemplary client service, the advisors at Merrill have received accolades from financial industry publications such as Barron's and Forbes. With a focus on goals-based wealth management, the institution works with individuals, families, business owners, executives, and entrepreneurs to develop strategies that align with their aspirations for the future.

Merrill Lynch Private Wealth Advisor Barry C. Goldblatt, located at 800 Capitol Street in Houston, Texas, offers personalized and boutique-like finance services to individuals and families. With industry-leading research and expert analysis, the institution provides customized strategies tailored to unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the institution has received accolades from financial industry publications such as Barron's and Forbes. Their strategies are designed to help clients achieve their goals, with a focus on goals-based wealth management and collaboration with a team of specialists.

Bogart Wealth is a financial institution located at 1725 Hughes Landing Boulevard in The Woodlands, Texas, United States. Specializing in accounting and finance, our services include financial planning, investment management, tax optimization, and tax preparation. Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth. We take a highly customized approach to working with each client, taking the time to understand their complete financial picture, opportunities, concerns, and aspirations for themselves and their families. As fiduciaries, we are held to the highest standards of conduct and are required to act in the best interests of our clients, providing full and fair disclosure of all material facts and avoiding misleading them.

Your Legacy Legal Care is a team of experienced estate planning attorneys located in Houston, Texas. Our mission is to help individuals protect their assets and ensure their wishes are carried out through comprehensive estate planning services. From wills and trusts to probate and asset protection, our dedicated team is here to provide personalized legal care to help you secure your legacy for future generations. Contact us today at 1150 Clear Lake City Boulevard to schedule a consultation and start planning for your future.

Strategic Financial Advisors is a leading finance institution located at 14550 Torrey Chase Boulevard in Houston, Texas, United States. Our team of experienced financial advisors provides personalized and strategic financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our advisors are here to guide you every step of the way. Trust Strategic Financial Advisors to provide you with expert financial advice and solutions tailored to your unique needs and objectives.

Appreciation Financial is a leading retirement coaching and financial services institution located at 3300 South Gessner Road in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals plan for a secure and comfortable retirement by providing personalized financial guidance and education. Whether you are just starting to save for retirement or are already enjoying your golden years, our comprehensive services can help you navigate the complexities of financial planning and investment management. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

Optima Global Financial Inc is a leading finance institution located at 9000 Richmond Avenue in Houston, Texas, United States. With a team of experienced professionals, Optima Global Financial Inc specializes in providing a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with retirement planning, Optima Global Financial Inc is committed to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Oshun Financial is a finance institution specializing in retirement planning for women. Located at 2929 Allen Parkway in Houston, Texas, United States, Oshun Financial offers a range of services to help women plan for their financial future. The professionals at Oshun Financial are part of the Garrett Planning Network, a group dedicated to providing fee-only financial planning services. Clients can access services on an hourly basis, through fixed/flat fees, or through ongoing charges based on assets under management. The professionals at Oshun Financial are committed to building thriving financial planning processes for their clients, with a focus on the well-being and success of each individual. Whether you are looking for a one-time project or an ongoing relationship, Oshun Financial is here to help you achieve your financial goals.

The Fitzpatrick Group is a reputable finance institution located at 1800 West Loop South in Houston, Texas, United States. With a strong focus on providing personalized financial solutions, The Fitzpatrick Group offers a wide range of services including wealth management, investment planning, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, The Fitzpatrick Group is committed to providing top-notch service and expertise.

Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ is a reputable finance institution located at 602 Sawyer Street in Houston, Texas, United States. With a focus on providing personalized financial advice and guidance, John Kaleh, a certified AAMS™ and CRPC™ professional, offers expert financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, clients can trust Edward Jones and John Kaleh to provide tailored solutions to meet their individual needs. With a commitment to integrity and excellence, this institution is dedicated to helping clients secure their financial future.

Merrill Lynch Financial Advisor Jeffrey D Mccurry, located at 800 Capitol Street in Houston, Texas, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate the ever-changing market conditions and work towards achieving your aspirations. Jeffrey believes in building strong client relationships based on trust and personalized service, and he is dedicated to understanding your individual needs and priorities. By conducting a Merrill Personal Wealth Analysis™, he can create a customized plan focused on what matters most to you and your family.

Merrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. With over 210 years of collective industry experience and managing over $3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.

Edward Jones - Financial Advisor: Clint Bussey, AAMS™ is a reputable financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas. As a trusted financial advisor, Clint Bussey, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or managing your investments, Clint Bussey, AAMS™ is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Tom Stegner is a reputable finance institution located at 4429 Town Center Place in Houston, Texas, United States. As a trusted financial advisor, Tom Stegner provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Tom Stegner is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Tom Stegner is committed to helping you secure your financial future.