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Financial Planning for the Woodlands

Customized Financial Planning and Strategies for the Woodlands 

Totus Wealth Management is a leading firm specializing in financial planning for Houston and the surrounding areas, including the Woodlands. As an independent firm, we have the freedom to remain objective when recommending investment vehicles within a plan and to better create customized financial plans that meet your unique needs and goals. 

Totus was foudned by James Starnes, an experienced financial planner with more than a decade of service experience. Our firm offers comprehensive, collaborative, and independent financial planning services. Our personalized approach to financial planning helps to ensure you can reach your financial goals in any life stage.

Why Work with a Top Wealth Management Firm for the Woodlands?

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. Specifically, 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 robust plethora of resources. 

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

Your Financial Planning Firm for the Woodlands

Our team and affiliated advisors are proud to possess a wide variety of credentials that set Totus apart from other wealth management and financial planning firms for the Woodlands. 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)

Develop a Personalized Financial Plan with Totus Wealth Management

If you live in the Woodlands and are interested in professional financial planning built around the totality of your financial portfolio and your goals, call the Totus Wealth Management Houston office at 832.220.3602, or request a consultation online at https://www.totuswm.com/.