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Wealth Management for River Oaks

Totus Wealth Management - Wealth Management in Houston Serving River Oaks

Totus Wealth Management provides comprehensive, collaborative and independent advising services to Houston and the surrounding areas, including River Oaks. Since 2021, our firm has developed a reputation as one of the leading wealth management firms 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?  

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. An essential aspect of our wealth management process is a personalized investment strategy informed by your investment needs, time horizon, and risk tolerance. We’ll regularly monitor and adjust the portfolio as needed, ensuring we adjust to market conditions in River Oaks and your evolving financial goals. 

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 Houston market, including River Oaks, offering wealth management, investment strategies, tax planning, estate planning and risk management based on personal knowledge. We’re here to help you make informed decisions for your unique financial circumstances and goals. 

All of this put together will make your unique wealth management plan.

Why Work with a Top Wealth Management Firm Serving River Oaks?

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.  

Our Process: Streamlining and Simplifying the Complexities of Wealth Management in River Oaks

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 greater Houston, including River Oaks. 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 River Oaks

Totus Wealth Management's success as one of the top wealth management firms 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 River Oaks. If you live in the greater Houston area, including River Oaks, Totus Wealth Management offers our expertise and a commitment to your financial success.

If you live in River Oaks 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 at https://www.totuswm.com/.