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The History of PartnersInWealth

June 9, 2020

The founder of PartnersInWealth, James R Waters, began helping financially successful households and individuals manage their finances in the mid-1980s. After a decade working as a financial planner for a large firm and uncomfortable with conflict-riddled fee structures, Jim decided to pursue his belief in providing financial advice free from conflicts of interest, opening his own practice in 1992. PartnersInWealth was founded in 2000 with the goal of becoming the single point of contact for clients’ financial matters.

 
With fees based on client net worth rather than assets under management, PartnersInWealth can give clear, unbiased advice on wealth-related issues faced by high net worth households and individuals. PartnersInWealth advisors seek to orchestrate collaboration among all of its clients’ advisors. The firm’s revolutionary PersonalCFO concept provides clients with a trusted advisor and a preferentially better way to improve their financial situations.

Applying considerable experience and wisdom gained from managing the money matters of financially successful clients over many decades, PartnersInWealth has led clients and their families through every imaginable personal and economic situation. From significant shifts in the economic cycle to tax and estate law changes, high net worth households have relied on PartnersInWealth for calm, steady advice and generational planning expertise.

The firm’s commitment to excellence has earned it industry awards and consumer recognition; PartnersInWealth has consistently been named one of the top wealth management firms in Houston by the Houston Business Journal. The firm has also been recognized as a Five Star Professional award winner multiple times and is a regular winner of the Better Business Bureau Pinnacle Award for client satisfaction. The Better Business Bureau named PartnersInWealth a “Winner of Distinction” in 2016.

PartnersInWealth retains the same core passion ignited when Jim began his career — helping families and individuals gain the peace of mind that stems from trustworthy and knowledgeable financial management. PartnersInWealth continues to focus on serving high net worth individuals and families with straightforward, unbiased financial advice to help them improve financial decision-making and develop reliable plans for passing on their wealth to future generations.

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Filed Under: Firm Recognition

Written by PartnersInWealth

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