Broker Check

Customized Financial Planning and Strategies in Cinco Ranch

Totus Wealth Management is a leading Houston-based firm specializing in financial planning and serving the greater Houston area, including Cinco Ranch. Led by James Starnes, an experienced financial planner with over a decade of service experience, Totus offers comprehensive, collaborative, and independent financial planning services. Our personalized approach helps ensure you can reach your financial goals in any life stage.

As an independent firm, we have the freedom to remain objective when creating financial plans as well as the flexibility to create customized financial plans that meet your unique needs and goals.

Why Work with a Top Financial Planning Firm in Cinco Ranch?

As a quickly growing Brand Network for Cetera, we have the connections, resources and total network to provide comprehensive guidance to every client. We’ve fostered strategic partnerships that enhance our knowledge and improve the financial planning experience for our clients. Our partnerships with premier broker-dealer, Cetera Advisors, and securities services provider, Pershing LLC, give us access to cutting-edge technology, industry insights, and a range of resources.

Our office is located in Houston, Texas at 701 North Post Oak Rd, Suite 320, allowing us to truly understand the local market, its specific challenges and opportunities and how they might impact the totality of your financial portfolio. We are accessible and ready to provide expert financial planning to individuals in Cinco Ranch.

Your Financial Planning Firm in Cinco Ranch

Our team and affiliated advisors are proud to possess a variety of credentials that set Totus apart from other wealth management and financial planning firms in Cinco Ranch. These credentials and certifications include:

  • Certified Financial Planner™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Retirement Planning Counselor (CRPC)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Life and Annuity Certified Professional (LACP)
  • Certified Long-Term Care (CLTC)
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Wealth Management Advisor (AWMA)
  • Accredited Portfolio Management Advisor (APMA)

Financial Planning Personalized for Your Goals at Totus Wealth Management

If you live in Cinco Ranch and are interested in professional financial planning and guidance built around the totality of your financial portfolio, call the Totus Wealth Management Houston office at 832.220.3602, or request a consultation online.