TOP 30 Best Legacy preservation in The Woodlands, Texas

Legacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.

The Michels Law Firm, located in The Woodlands, Texas, is dedicated to helping clients plan for their future, protect their loved ones, and preserve their legacy. Specializing in estate planning, probate cases, business needs, litigation, and healthcare law, the firm offers high-quality legal services at affordable prices. With years of experience and expertise, the team at The Michels Law Firm is committed to finding solutions to their clients' legal challenges. Whether you need assistance with estate planning, business formation, contract negotiation, or asset protection, The Michels Law Firm is here to help. Don't wait until later in life to reach out to an estate planning attorney - start planning now to ensure your wishes are carried out and your loved ones are protected. Choose The Michels Law Firm for all your legal needs and rest assured that you will have a qualified attorney by your side every step of the way.

Legacy Financial Group is a leading finance institution located at 2219 Sawdust Road in The Woodlands, Texas, United States. With a team of experienced professionals, Legacy Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Legacy Financial Group is committed to providing personalized solutions tailored to your unique needs. Trust in Legacy Financial Group for expert financial guidance and secure your financial future today.

Woodlands Wealth Builders is a premier finance institution located at 9595 Six Pines Drive in The Woodlands, Texas, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Woodlands Wealth Builders is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards financial success and peace of mind.

Outlook Financial Group LLC, located in The Woodlands, Texas, is a finance institution that offers a 5-Step Process to help you manage your future. Their advisors provide a comprehensive approach to managing your financial affairs, ensuring that your assets are managed with your goals and risk tolerance in mind, and that your future and loved ones are well-protected. With a focus on accountability, stewardship, responsibility, and teamwork, Outlook Financial Group strives to provide clarity and reduce anxiety about your financial affairs. They offer financial planning and wealth management services to individuals locally and nationally, helping them meet their financial goals. Their advisors are fiduciaries, meaning they are obligated to act in your best interest. Visit their website to learn more about their process and schedule a free consultation to get started on planning your financial future.

Jonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. With a strong reputation for excellence and a commitment to customer service, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance.

Carlton, Hofferkamp & Jenks Wealth Management is a premier financial institution located in The Woodlands, Texas. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we offer tailored solutions to meet your specific needs. Visit us at 10200 Grogans Mill Road to learn more about how we can help you secure your financial future.

White Wing Wealth Management is a prestigious financial institution located at 1610 Woodstead Court in The Woodlands, Texas, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, White Wing Wealth Management is committed to providing personalized, comprehensive financial solutions tailored to your individual needs. Trust us to guide you through the complexities of the financial world and help you make informed decisions that will lead to long-term financial success.

Rhame & Gorrell Wealth Management is a leading finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas, United States. Our team of expert financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn more about how we can help you secure your financial future.

Outlook Wealth Advisors, located at 224 Ed English Drive in The Woodlands, Texas, is a finance institution dedicated to helping individuals navigate the complex financial decisions that come with retirement. With over 25 years of experience, our team provides thorough retirement plans and ongoing guidance to help preserve and protect your hard-earned money so you can enjoy your dream retirement without worry. We understand the fears and uncertainties that can come with retirement, such as market downturns, outliving your assets, and becoming a burden on your family. That's why we offer personalized strategies to secure your retirement, without sacrificing your lifestyle.

Engrave Wealth Partners is a finance institution located at 1725 Hughes Landing Boulevard in The Woodlands, Texas, United States. Our team of advisors at CAPTRUST specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Whether you need assistance with wealth planning, portfolio management, family governance, philanthropic strategies, or any other financial service, our advisors are here to help. Our office in The Woodlands, TX, serves families across Texas, focusing on long-term financial planning, including charitable giving and estate planning.

Next Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you. At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.

Vision Based Planning is a finance and insurance agency located at 8111 Ashlane Way in The Woodlands, Texas, United States. Our institution is dedicated to helping individuals and businesses plan for a secure financial future through personalized and strategic financial planning. Our team of experienced professionals is committed to providing top-notch services and guidance to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, insurance solutions, or estate planning, Vision Based Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Oak River Financial Group is a leading finance institution located at 525 Woodland Square Boulevard in Conroe, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experts are here to help. At Oak River Financial Group, we prioritize building long-term relationships with our clients and helping them achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Blair W Jennings is a Senior Vice President and Senior Financial Advisor located at 9595 Six Pines Drive in The Woodlands, Texas. With over 29 years of experience, Blair takes a consultative and objective approach to wealth management, focusing on listening to and understanding each client's financial goals and objectives. He offers personalized recommendations and strategies to help clients achieve their goals, and provides assistance with implementing these recommendations. As a specially qualified Portfolio Manager, Blair can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. He is dedicated to helping clients pursue their objectives by creating personalized financial plans centered on their goals.

Capitalwise Wealth Management is a proactive finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses simplify their retirement, estate planning, investments, and risk management strategies. We specialize in working with oil and gas professionals, inter-generational family businesses, medical and dental practices, as well as law and accounting practice partners. Our portfolio strategy is designed for accredited investors and high-net-worth individuals to achieve financial success. We also offer investment advisory products and services for foundations, endowments, and nonprofit organizations. At Capitalwise, we believe in providing our clients with a dedicated team of professionals who can offer access to the best resources and help navigate their financial journey. Securities are offered through Equitable Advisors, LLC, and annuity and insurance products are offered through Equitable Network, LLC. We do not provide tax or legal advice, so please consult your advisors regarding your circumstances. Capitalwise Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Cortney Corpus - Morgan Stanley is a finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Specializing in financial services, Cortney Corpus - Morgan Stanley offers a range of investment and wealth management solutions to clients in the area. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures.

Kyle Mays - UBS Financial Services Inc. is a renowned financial institution located at 3 Hughes Landing Boulevard in The Woodlands, Texas, United States. As a leading provider of financial services, our team of experts is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a commitment to excellence and a focus on building long-term relationships, Kyle Mays - UBS Financial Services Inc. is the trusted partner you need for all your financial needs.

Merrill Lynch Financial Advisor Don P. Martone is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Don Martone is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping clients make important financial decisions, Don and his team provide insights, observations, and ideas to help clients achieve their financial goals. Don specializes in working with seasoned oil & gas professionals, helping them create legacies for their families. Initial discovery meetings are complimentary and without obligation, focusing on identifying goals and potential financial planning options. Don's approach goes beyond investment management, offering a tax-smart strategy for wealth accumulation, distribution, and transfer. With professional certificates from top universities, Don is committed to honing his skills to better serve his clients. Supported by a team of experts, advanced technology, and outside partnerships, Don ensures that financial assets are preserved and working hard for clients. By focusing on clients' goals, priorities, and values, Don helps clients pursue their financial aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Don works with clients to develop personalized approaches to address their financial needs. Through conversations and assessments, Don gets to know clients on a personal level, creating customized financial strategies tailored to their unique goals and preferences. As life and goals change, Don helps clients stay on track by revisiting and adjusting their financial approach. By putting clients first and offering personalized advice and guidance, Don helps clients achieve their financial goals and navigate market fluctuations. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Don Martone help clients build customized investment approaches to address their needs and pursue their goals. Contact Don Martone at 281-882-4818 or email don.martone@ml.com, visit him online at www.fa.ml.com/don-martone, or connect with him on LinkedIn to learn more about how he can help you achieve your financial goals.

PNC Private Bank is a prestigious financial institution located at 25211 Grogans Mill Road in The Woodlands, Texas. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions to high-net-worth individuals and families. With a team of experienced wealth management professionals, they provide tailored investment strategies, estate planning, and wealth preservation services to help clients achieve their financial goals. Visit PNC Private Bank in The Woodlands to experience superior wealth management services and unparalleled customer care.

Merrill Lynch Financial Advisor Gary A Gross is a finance institution located at 9595 Six Pines Drive, The Woodlands, Texas, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Gary A Gross focuses on understanding your financial goals and priorities, providing tailored wealth management strategies to help you achieve them. By utilizing the investment insights of Merrill and banking solutions from Bank of America, he can create a flexible strategy to navigate changing market conditions. Through conversations and the Investment Personality Assessment, Gary A Gross aims to design a personalized financial approach that aligns with your aspirations and values. With the Merrill Personal Wealth Analysis™, he can help build and document a plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what's most important to you. As a Merrill Lynch Wealth Management Advisor, Gary A Gross is committed to helping you reach your financial goals and create a secure future for you and your family.

Assurance Wealth Management is a premier financial institution located at 9400 Grogans Mill Road in The Woodlands, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and a commitment to excellence, Assurance Wealth Management is your trusted partner in wealth management. Contact us today to schedule a consultation and start planning for a brighter financial future.

Aventura Family Office is a finance institution located at 25511 Budde Road in The Woodlands, Texas, United States. Our mission is to guide individuals through the transition from making a living to living on the money they have saved for retirement. Whether you are close to retiring or still have years to go, our knowledgeable team is here to help you navigate the complexities of retirement planning. We want you to feel confident and comfortable in your retirement so you can focus on enjoying life. Our tailored financial plans are designed to help you achieve the future you envision and manage any risks that may arise along the way. Trust Aventura Family Office to be your guide to retirement income made simple.

Mid-America Estate & Insurance Services, LLC is a finance institution located in The Woodlands, Texas. We specialize in providing insurance and estate planning strategies to help you achieve your retirement goals. By scheduling a meeting with us, we can work together to determine your ideal retirement plan based on your current financial situation. Our team will create a custom strategy tailored to your unique needs, ensuring you are on track to reach your retirement goals. Download our informative guide to learn more about important retirement-related questions and where to turn for financial guidance. Attend one of our seminars to gain valuable insights on retirement income strategies and legacy planning. Fill out the form on our website to schedule a one-on-one meeting with us, where we will get to know you and your retirement aspirations. Visit us at 3 Grogans Park Drive, Suite 202 in The Woodlands to begin your journey towards a secure and fulfilling retirement.

Edward Jones - Financial Advisor: Richard L Johnson II, CFP®|AAMS™ is a reputable finance institution located at 9595 Six Pines Drive in The Woodlands, Texas, United States. With a focus on providing personalized financial planning and investment services, Richard L Johnson II, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to build wealth, save for retirement, or plan for your children's education, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Richard L Johnson II today to start securing your financial future.

Duane Dollar - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Duane Dollar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers services for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Duane Dollar - Private Wealth Advisor is dedicated to providing top-notch financial advice and guidance to clients.

Northwestern Mutual: Andrew M Snyder is a finance institution located at 2445 Technology Forest Boulevard in The Woodlands, Texas, United States. As a trusted financial advisor, Andrew M Snyder and his team provide expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on long-term planning and wealth management, Northwestern Mutual offers a range of services including investment planning, retirement planning, and insurance solutions. Whether you are looking to build wealth, protect your assets, or plan for the future, Northwestern Mutual: Andrew M Snyder is dedicated to helping you secure your financial future.

Richard Brent Dvorak, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, offers a range of financial services to meet the needs of individuals and businesses. Richard 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®, 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 Richard's expertise in asset management, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or military veteran, Richard Brent Dvorak can provide personalized financial advice to help you achieve your goals.

Lloyds Intrepid Wealth Management is a finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas, United States. Led by President and Chief Investment Officer Robert Lloyd, CFA® and Vice President Christopher Lloyd, CFP®, the institution specializes in asset allocation, index investing, tax efficient investing, and wealth management services. As a trusted financial advisor in The Woodlands, Lloyds Intrepid Wealth Management offers personalized investment strategies to help clients achieve their financial goals. With a focus on Central Markets, the institution prides itself on providing expert guidance and innovative solutions to help clients secure their financial future.