Broker Check

Everyone has a dream so we listen; then we advise. We focus on
the challenges and opportunities of every life stage. We open up your imagination
to anything and develop a holistic plan for your desired future, together.
Totus Wealth Management is a different kind of wealth management firm
helping in ways you’ve never imagined.

<strong>Family Wealth Management Strategies</strong>

Family Wealth Management Strategies

All clients want to make smart decisions and are concerned with wealth management, planning for retirement, and ensuring their wealth will last. Totus Wealth Management offers comprehensive strategies to help clients live the life they can imagine, both today and tomorrow.


<span>A Unique Approach to Wealth Management</span>

A Unique Approach to Wealth Management

Our understanding of your unique situation, goals and dreams guides a robust and time-based financial plan. We focus on potential future challenges and educating you on viable options and alternatives so you are confident in your future and the life you can imagine living.


Your Financial Big Picture. Always in Focus.&#160;

Your Financial Big Picture. Always in Focus. 

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering a seamless collaboration between our team and you—whether you’re at home, at work, or on the go.


Does Your Insurance Policy Have Your Back?

As an independent firm, we take the time to figure out what our clients need, and what exactly they don't. The correct insurance coverage can vary on your situation, but unfortunately, it's common that you've aligned yourself with an incorrect policy. Take some time to fill out the form below, and we'll set up a 30-minute no-obligation review of your insurance coverage to help you pay for what you need, and not what you don't.

Explore Insurance Coverage Options

LEADERSHIP TEAM

OUR PARTNERS

Our Process

We are affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet their obligations to investors like you.

Our History

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. Pershing custodies brokerage accounts for Cetera Advisor Networks, including brokerage accounts with IRAs, and provides related administrative services, including settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integration.

What You Really Need to Know About Bear Markets.

Our Bear Markets report tells you all you need to know about today’s news headlines. With a historical perspective, you can see insights and opportunities where others see doom and gloom.


Download Your Free Copy Here

Circle of Excellence Recipient

Circle of Excellence Recipient

We are a different kind of wealth management firm with a purpose and drive to offer customized solutions to our clients in order to help eliminate financial complexities. We empower our clients through years of financial knowledge to help achieve their desired version of financial wellbeing, and be confident in their personal situation. And as a Circle of Excellence Award recipient, presented by Cetera, we're extremely honored to have our knowledge pay off. We look forward to continuing to serve our clients with this standard of excellence for years to come. 


This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.

Cy-Fair Houston Chamber of Commerce Member

Cy-Fair Houston Chamber of Commerce Member

As a member of the Cy-Fair Houston Chamber of Commerce, we take pride in our involvement within the Houston community. We understand the local wants and needs of our clients, and our committed to deepening our knowledge of local regulations and situations that affect the Houston community. Through this understanding, we empower our clients  to help achieve their desired version of financial wellbeing, and be confident in their personal situation.

Meet the Cetera Investment Management Team

Our first priority is helping you take care of yourself and your family. With Cetera Investment Management, we use independent and objective research to assist your financial professional in designing the investment strategy that's right for you. Explore all the opportunities below.

Meet the Team

RESOURCES

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more

Questions? Contact our team today

Thank you!
Oops!