LIVE THE LIFE YOU CAN IMAGINE
Totus Wealth Management helps you navigatecomplexities and provide comprehensive guidance to envision and pursue your goals.
Prepare for yourFUTURE
Totus Wealth Management is growing and we are looking for extraordinary people to join our team.
The Fastest Growing Brand Network for Cetera in 2022
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 firmhelping in ways you’ve never imagined.
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.
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.
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.
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.
James Starnes, CFP
President & CEO
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Executive Senior Partner
Executive Senior Partner
Director of Field Development
Sammy Salek, CFP®, AWMA®
Director of Asset Management
Talent Acquisition Coordinator
Client Service Associate
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.
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.
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.
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.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
"We are a diverse group of men and women focused on serving our clients' future dreams."