Who We Work With
Built for executives navigating the transition from earning to living.
Most advisors were built for accumulation. We specialize in the decade or two before and after retirement — the highest-stakes, most complex season of your financial life.
Career stage Executives & senior professionals, ages 50–70
Asset range
$500K–$5M+ in investable assets
Focus moment
Planning retirement or navigating a major career transition
Services
Investment Planning
Brokerage Accounts
Traditional IRA
Bonds
Educational IRA
Government Securities
Common Stock
Simple IRA
Treasury Bills
Roth IRA
SEP IRA
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Estate Plans
College Plans
Profit Sharing Plans
401(K) Plans
Tax Plans
Insurance Planning
Long Term Care Insurance
Life Insurance
Disability Income Insurance
What Makes Us Unique
- Personal Attention. High-Touch Service. Custom Strategies.
Based in Houston’s Memorial / 77024 area, Executive Wealth Management serves retirees and families throughout Bunker Hill Village, Hunters Creek Village, Hedwig Village, and Memorial City for over 15 years with other clients throughout the continental U.S.
We take the time to understand your goals and build strategies around your life. We use the right tools for your situation.
Who We Serve
Advising People Who Want a Better Experience
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Individuals
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Families
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Executives
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Business Owners
If you value independence, clarity, and personal attention — you’ll feel at home here.
From retirement planning and income strategies to wealth management and DST guidance, we tailor everything to your life.