Financial Planning in Houston

Totus Wealth Management is a Houston-based firm specializing in financial planning, investment strategies and wealth management. 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 wealth goals. Totus, led by James Starnes, an experienced financial planner with more than a decade of service experience, offers comprehensive, collaborative, and independent advising services. Our personalized approach helps you pursue your financial, investment and wealth goals in any life stage.

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 local market, its specific challenges and opportunities and how they might impact the totality of your finances and investment portfolio. We are accessible and ready to provide financial guidance to individuals in Houston and the surrounding areas.

Our team and affiliated advisors are proud to possess a wide variety of credentials that set Totus apart from other wealth management, investment and financial planning firms in Houston, Texas. 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)