In recognizing businesses for their achievements and commitment to quality in the workplace, PartnersInWealth has received the Better Business Bureau 2020 Award for Service Excellence. This is the sixth time PartnersInWealth has been recognized by the Better Business Bureau for service excellence.
When asked what it means to PartnersInWealth to receive this prestigious recognition, James R. Waters, CFP, Founder and President stated, “We’re so grateful for this recognition. Our team works tirelessly every day to exceed client expectations, so this recognition, especially from the BBB, means so much to us.”
PartnersInWealth is a pioneering financial advisory firm in Houston, Texas serving financially successful families. We have refined our singular focus on the business of wealth management since 1984.
Serving as a PersonalCFO, the firm manages its clients’ complex financial lives with specific, actionable, cohesive plans and an exceptional commitment to personal service. The firm employs a balance sheet approach that considers every aspect of a family’s assets, liabilities, and personal circumstances to make better, more informed financial decisions. Our customized wealth management solutions are tailored to maximize wealth now and for future generations.