Top Wealth Management Firm in Houston

Since launching in 2021, Totus Wealth Management has developed a reputation as one of the leading wealth management firms in Houston by providing comprehensive, collaborative and independent advising services. The company’s founder, president and CEO, James Starnes, brings more than a decade of financial planning experience and is both a registered Principal offering securities and advisory services through Cetera Advisors LLC and a member of FINRA and SIPC. If you live in the greater Houston area and are interested in scheduling a consultation, visit the Totus Wealth Management office at 701 North Post Oak Rd, Suite 320, Houston, TX 77024. The office can also be contacted at 832.220.3602 or info@totuswm.com.

With more than $3 billion in assets under management,* Totus Wealth Management is a different kind of wealth management firm, one focused on the totality of your financial portfolio. As an independent firm, we have the flexibility to provide our clients with customized advice, and we take the time to figure out what our clients need, and what exactly they don't.

Ranked as the Fastest Growing Brand Network for Cetera in 2022, we have the connections, resources and total network to provide personalized wealth management recommendations to every client that works with our firm. We are backed by strong partners - including Cetera Advisors, one of the premier broker-dealers in the industry, and Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation and one of the world’s leading providers of securities services - to ensure our clients have the technology and industry support they need.

Our team and affiliated advisors are proud to possess a wide variety of credentials that set Totus apart from other wealth management 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)