Insurance Planning in Houston

Totus Wealth Management is a leading Houston-based firm specializing in insurance planning. With a team of experienced financial advisors with decades of combined financial and insurance planning experience, Totus offers comprehensive, collaborative and independent advising services. As an independent firm, we have the freedom to create customized insurance and protection strategies that meet your unique needs and goals. Our personalized approach helps to ensure you have the products and strategies in place that you need for your individual circumstances and insurance planning needs.

Our office is located in Houston at 701 North Post Oak Rd, Suite 320, so we understand the local market and how it might impact the totality of your financial portfolio, especially as it applies to your insurance needs. We are accessible and ready to provide planning and guidance to individuals in Houston and the surrounding areas.

We have the connections, resources and total network to provide personalized products and service recommendations to every client. We are backed by partnerships with premier broker-dealer, Cetera Advisors, and securities services provider, Pershing LLC, giving us access to cutting-edge technology, industry insights and a robust network of resources. These partnerships enhance our knowledge and the offerings we are able to give you for your insurance planning needs.

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