News Room

HBJ Ranks PartnersInWealth #5 Among Houston-area Wealth Management Firms

August 3, 2018
The Houston Business Journal (HBJ) released their new rankings of Houston-area wealth managers, and PartnersInWealth came in at #5. This ranking is based on assets per client, among firms with investment minimums below $1 million. To produce the list, [...]
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Financial Times Names PartnersInWealth One of America’s Top 300 Advisors

August 22, 2017
Well known international newspaper the Financial Times (FT) included PARTNERSINWEALTH in its 2017 list of the top 300 Registered Investment Advisors (RIAs) in the United States. To be considered, firms had to manage at least $300 million and were then [...]
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PartnersInWealth Wins Award from Better Business Bureau

May 15, 2017
PARTNERSINWEALTH was again honored by the Better Business Bureau (BBB) at its annual Awards of Excellence luncheon on May 12, 2017 at Bayou City Event Center. The gathering recognized both businesses and non-profits that have a superior commitment to [...]
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HBJ Ranks PartnersInWealth #6 Among Houston-area Wealth Management Firms

March 21, 2017
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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Jeffrey E. Riley, CLU®, CFP® Named a “Top Leader 40 and Under” by Society of Financial Service Professionals

November 15, 2016
The honors keep coming for PARTNERSINWEALTH's Jeff Riley. You may recall he recently became our first minority shareholder, and was elected by the Houston membership of the Society of Financial Service Professionals (FSP) to its board of directors. Now [...]
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Exciting PartnersInWealth News

October 6, 2016
In an earlier WEALTHWISE, I informed you that my long-term plan for the firm includes key professionals at PARTNERSINWEALTH becoming part-owners. This process is now underway, and I’m excited to report that on September 28, Jeffrey E. Riley, CLU, CFP, [...]
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Jeffrey E. Riley, CLU®, CFP® Elected to Society of Financial Service Professionals Board, to Emphasize ‘Youth Movement’

July 19, 2016
The Houston chapter of the Society of Financial Service Professionals (SFSP) elected our own Jeff Riley to serve on its board of directors. It was a typical day at the office when Jeff’s phone rang. It was the nominating chair asking Jeff if he’d be open [...]
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Meet Jaison Ipe

June 9, 2016
There have been some exciting changes recently at PARTNERSINWEALTH, and I want to use this WEALTHWISE to tell you about one. Our latest talent acquisition, Jaison Ipe, has joined us as Vice President of Operations. He has an MBA from Yale in finance and [...]
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PartnersInWealth Wins Award From Better Business Bureau

June 1, 2016
PARTNERSINWEALTH was among the firms honored by the Better Business Bureau (BBB) at its annual Awards of Excellence luncheon on May 11, 2016 at Bayou City Event Center. The gathering recognized both businesses and non-profits with a superior commitment [...]
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Recap of Our Latest Event: Houston’s Best Undiscovered Investment Opportunities

May 5, 2016
Thank you to all that joined PARTNERSINWEALTH for our “Houston’s Best Undiscovered Investment Opportunities” event this past Tuesday, April 29th. We are grateful to Kirk Coburn of SURGE Ventures, Jacqueline R. Northcut of BioHouston and Texas [...]
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