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.
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.
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.
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.
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Executive Senior Partner
832.663.6055
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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. Recevied: 2021 & 2022.
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.