News Room

The Surprising Key to Financial Peace of Mind

May 5, 2020
Most people appreciate the benefit of having a sounding board - someone they can bounce ideas off - for decision-making purposes. The opportunity to “think out loud” and get feedback from someone we respect and who understands us can be helpful. A [...]
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Want to Achieve Your Financial Goals? Learn How Here.

April 28, 2020
Setting financial goals is relatively easy compared to the tedious task of monitoring progress towards those goals. That’s because monitoring takes ongoing commitment. You must try to surmount the inevitable roadblocks that arise while progressing [...]
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The Real Reason You’re Not Satisfied with Your Wealth Management

April 21, 2020
The financial services industry is well equipped to assist wealthy families and individuals with traditional financial concerns like tax reduction, investing, insurance, and estate planning.
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Dissatisfied with Your Wealth Management? Here's Why and a Better Approach

April 14, 2020
When financially successful families and individuals are concerned about the state of their personal finances they often reach out to a traditional advisor for guidance. Traditional advisors typically go by titles such as financial advisor, financial [...]
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Worried About Your Investments? Here’s Reassurance.

April 7, 2020
You are aware of the COVID-19 outbreak and the effect it’s having on world financial markets. If you are keeping a long-term perspective and are okay with not making changes to your portfolio, congratulations! That’s exactly the mindset needed to have a [...]
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Houston Business Journal Recognizes PartnersInWealth as a 2019 Top Wealth Management Firm

March 31, 2020
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, [...]
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Reduce Your Income Taxes

March 18, 2020
Reducing your income taxes may require a different approach than your current annual routine. That’s because the standard approach to filing a return – gathering mailed tax forms and other tax information, completing the accountant’s questionnaire, [...]
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The Fee-Only Hoax

March 11, 2020
When it comes to advisor compensation, general advice appearing in the media and other outlets recommends a “fee-only” advisor. Fee only has become synonymous with objective financial advice. It’s wise to seek objective advice because, when there is a [...]
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5 Steps to Maximize Your Wealth

February 19, 2020
Congratulations! You have “made it” financially. But, are you focused on growing your wealth from here? If our firm’s 35 years of experience is any indication, you probably aren’t doing enough to maximize your wealth.
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8 Steps to Finding a Wealth Manager

February 6, 2020
If you’ve decided that you need professional assistance with your personal wealth management, this guide can help you. Whether you’re looking for one-time assistance with a specific need or a long-term relationship that lasts generations, you should find [...]
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