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Customized Insurance Planning and Strategies 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.

Why Work with a Top Insurance Planning and Wealth Management Firm in Houston?

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.

Your Insurance Planning Firm in Houston, Texas

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)

Protect Yourself and Your Family with Insurance Planning at Totus Wealth Management

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

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