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Customized Retirement Planning and Strategies in Houston

Totus Wealth Management is a leading Houston-based firm specializing in retirement planning. Led by James Starnes, an experienced financial planner with more than a decade of financial and retirement planning experience, Totus offers comprehensive, collaborative, and independent advising services. As an independent firm, we have the freedom to create customized retirement strategies that meet your unique needs and goals. Our personalized approach helps to ensure you can reach a comfortable retirement based on your individual circumstances.

Why Work with a Top Wealth Management Firm in Houston?

Conveniently located in Houston at 701 North Post Oak Rd, Suite 320, we understand the local market, its specific challenges and opportunities and how they might impact the totality of your financial portfolio, especially as they apply to retirement planning. We are accessible and ready to provide professional retirement guidance to individuals in Houston and the surrounding areas.

Ranked as the Fastest Growing Brand Network for Cetera in 2022, we have the connections, resources and total network to provide personalized 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 overall retirement planning experience.

Your Retirement 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 retirement 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)

Prepare to Live and Thrive in Retirement with Totus Wealth Management

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

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