Totus Wealth Management: A Different Wealth Management Firm

About Totus Wealth Management

Totality as a whole is superior to its elements. Totus Wealth Management is a different kind of wealth management firm, one focused on the totality of your financial portfolio. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals and earn your confidence so we can help you navigate the complexities of life and live the life you can imagine.

Core Values Driving Our Team

World-Class Discovery

We create strategies that are tailored to your needs and goals.

Honor, Dignity, & Respect

Years of experience have prepared us to guide you through your life transitions.

Wisdom Together

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Extraordinarily Holistic

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Find A Team Member

Adam Corwin, CFP®
Ahren Schulz
Andrew McCay
Andrew Allen
Ashley Villarreal
Ashley Foreman
Ashley Gaylor
Belle Walker
Brett Bargery, CLU
Brian Fox
Cameron Lail
Candace McCoy
Carla Landon
Catherine Sachko
Cathy Richardson
Clint Auttonberry
Colin Peck
Connie Binz
Craig Buchholz, CPRC®
Crystal Nguyen
Dalton Campbell
Daniel Carroll
Daniel Carroll
David Ashley, ChFC, CLU, CASL, LUTCF
David A. Hicks, J.D.
David Biddle
Deric Governale
Don Burrows
Donna Corbett
Dorothy Murdock
Douglas Stefanini
Edward Grant
Evan Metzger
Fabian Hernandez
Felicia Reyes
Frank G. Ramirez, MBA
Gerard L. Patin, CFP®
Howard Rubin
James Starnes, CFP®
James Starnes, CFP
James Starnes, Jr
Jeff Panik
Jenny M. Blanchard
Jessica Real
JJ Fogle
John Schaeufele
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Jonathan Starnes
Jordan Morse
Joy Seiver
JR Foreman
JR Chappell
Justin Smith
Katherine Rich
Kathleen DeShazo
Katie Burke
Keith Corbett
Kelly Wassman
Kimberly O’Hara
Kristan Patin
Larry Roemer
Latafath Hussain
Lisa Eckerd
Lisa Smith
Lydia Mobley
Lynn Wilson
Madison Bray
Martavius D. Jones
Mary Stender, LUTCF
Megan Pawlowski
Michael Porter, CFP®, CPA
Michael Schutza, TPCP®
Mike Burgess
Minna Whitcher
Mitchell Hadley
Nancy Gallagher
Olga Gracia
Olivia Kitchens
Paul Park
Paul Belcher
Payton Justice
Payton Denney
Raymond P. Bardoul, CLU, ChFC, AEP, CLTC
Richard Tull
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Rick Binz
Rick Bernstein
Rolando Villarreal
Sammy Salek, CFP®, AWMA®, CIMA®
Sandra Diaz, COO, CFO
Sathesh Janaki, AAMS®, CRPC®
Scott Blanchard
Scott Trousdale
Sharon Agosto
Steve S. Tawadrous, APMA™
Steven Julian
Tim Bonner
Todd Mackler, AAMS®
Todd Clarke
Tom Wilson
Travis Fox
Travis Vollmering

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 well-being, 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. Received: 2021 - 2025.

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 help clients feel confident in their personal circumstances and work toward achieving their vision of financial well-being.

Ready to Grow? Join Our Team.

Totus Wealth Management is built to support you as you manage current clients and grow your practice. We offer a full suite of practice management tools so you can focus on building your practice and doing the work you love. Leave the rest to our highly capable team.

Become a Network Partner

Independent and Backed By Strong Partners

FAQs About Totus Wealth Management

What makes Totus Wealth Management different from other firms?

We take a holistic approach to financial planning—focusing on the totality of your financial life, not just individual parts. Our goal is to understand your unique goals and provide comprehensive strategies that help you navigate complexities and live the life you imagine.

How do you evaluate my current financial situation?

We perform a thorough financial health review as the baseline of your plan. This includes reviewing tax returns, investments, wills, trusts, business agreements, and budgets. The more complete picture we have, the better we can design strategies to help you reach your goals.

Do you work with clients at all life stages?

Yes. Each life stage has unique financial needs, and our guidance evolves with you. We help clients who are:

Starting Out – building financial habits and foundations
Growing Wealth – managing investments and protecting assets
Nearing Retirement – preparing for stability and income needs
Living in Retirement – creating sustainable income and legacy strategies

What core values guide your team?

We are driven by four core values:

World-Class Discovery – We tailor strategies to your unique needs and goals.
Honor, Dignity, & Respect – We guide you through life transitions with care and experience.
Wisdom Together – Trust, honesty, and integrity shape every decision.
Extraordinarily Holistic – From retirement to estate strategies, we provide wide-ranging resources to support you.

Do you serve clients only in Houston?

No. While our office is based in Houston and we are proud members of the Cy-Fair Houston Chamber of Commerce, our reach extends far beyond Texas. We work with clients all across the country—including Florida, California, and many other states. Being deeply involved in Houston gives us strong community roots, but our expertise and services are designed to help individuals and families nationwide pursue their financial goals.

What areas of financial planning do you help with?

We provide guidance across a wide range of areas, including:

Retirement planning
Social Security strategies
Estate planning strategies
Comprehensive portfolio management
Navigating major life transitions

Our holistic approach ensures every part of your financial picture is working together.