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Totus Wealth Management - Wealth Management in Houston Serving Magnolia, TX

Totus Wealth Management provides comprehensive, collaborative and independent advising services to Houston and the surrounding areas, including Magnolia. Since 2021, our firm has developed a reputation as a dependable wealth management firm in Houston. Our team of financial and wealth management professionals offers customized advice designed to cater to the totality of your financial portfolio.

Why Do I Need Wealth Management Services?

Whether you are a high-net-worth individual, an entrepreneur, or pursuing your personal financial goals, wealth management services are essential for those who want to build, protect, and grow their assets. The Totus team knows the market, offering wealth management, investment strategies, tax planning, estate planning and risk management based on the depth of that knowledge. We’re here to help you make the most informed decisions possible for your unique financial circumstances and goals.

Our wealth management services help you identify and manage potential risks that could impact your finances. From insurance coverage to investment strategies, we consider every aspect of your financial life to create a comprehensive wealth management plan.

We assess your insurance coverage to ensure you are adequately protected against unexpected events. Additionally, we include a personalized investment strategy informed by your investment needs, time horizon, and risk tolerance as an essential aspect of our wealth management process. Part of this strategy is to regularly monitor and adjust the portfolio as needed, ensuring we adjust to market conditions and your evolving financial goals. All of this put together will make your unique plan.

Why Work with a Wealth Management Firm Serving Magnolia?

Totus Wealth Management is a different kind of wealth management firm. Beyond the services that we offer, we work to build a relationship with you. Our professionals truly care about your needs and goals and work to help you understand each step of your plan. As an independent firm, we have the flexibility to provide you with customized advice, and we take the time to figure out what you need.

At Totus, we have the connections, resources, and network to provide personalized wealth management recommendations for each client. We’re 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 support they need.

A Process to Streamline and Simplify the Complexities of Wealth Management in Magnolia

Our wealth management process has six steps, including:

  1. Organize
  2. Prioritize
  3. Analyze
  4. Develop a plan
  5. Implement
  6. Monitor and adjust

Each step of the process has been developed over our years in the industry, allowing us to truly understand your situation and craft a comprehensive strategy to help you reach your goals.

The Credentials and Expertise of Our Team at Totus Wealth Management

The team at Totus and our affiliated advisors are proud to possess a variety of credentials that set us apart from other wealth management firms in Houston and the surrounding areas, including Magnolia. 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)

Totus Wealth Management, Simplified Wealth Management for Magnolia, Texas

Totus Wealth Management's success in Houston, Texas is a testament to our client-centric approach and process. We continue to be a trusted partner for individuals, families, and businesses in Magnolia. If you live in the greater Houston area, including Magnolia, Totus Wealth Management offers our expertise and a commitment to your financial success.

If you live in Magnolia and want wealth management guidance built around the totality of your financial life, you can visit our office at 701 North Post Oak Rd, Suite 320, Houston, TX 77024, call the Totus Wealth Management Houston office at 832.220.3602, or request a consultation online.

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