The Houston Business Journal (HBJ) released their new rankings of Houston-area wealth managers, and PartnersInWealth came in at #6. This ranking is based on assets per client, among firms with investment minimums below $1 million. To produce the list, HBJ gathered information from questionnaires, SEC filings and their own research.See the full list here.
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.