Totus Services Pages
Explore Financial Advisors Services

Wealth Management in Houston, Texas
Financial planning and advising strategies can change depending on where you’re located. Totus Wealth Management is housed in Houston, Texas, which has a thriving and competitive financial advising industry and a diverse range of firms and advisors serving the needs of clients in the city and surrounding areas. According to recent statistics, the Houston area is home to over 4,000 financial advisors who collectively manage billions of dollars in client assets. With a mix of both large financial institutions and smaller independent advisory firms, Houston offers a range of knowledge that can suit clients of any financial circumstances.
The Many Facets of Wealth Management
Wealth management is likely a term you’ve heard if you’re aware of your finances and financial life. Financial advisors like Totus and others all over the country offer wealth management services, which can be thought of as a holistic look at your (the client’s) financial circumstances, present and future. The services included in comprehensive wealth management include:
Explore Frequently Asked Questions
1. What are the benefits of working with Totus?
Totus Wealth Management is built on the philosophy that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. We value discovery, honor and respect our clients, encourage the production of wisdom together and share our wealth of resources with everyone that’s a part of our company: advisors and clients both.
2. Who is your typical client?
At Totus, our wealth management strategies are designed for families, encouraging a myriad of clients across generations and in every stage of your life.
3. What are financial life stages?
The four stages of financial life include: starting out, building wealth, nearing retirement and retirement. Each stage requires different planning strategies and approaches, and as you move from one stage to the next your financial plan will change with them.