Roberts Wealth Management
"Building lifelong relationships rooted in performance and trust"
Paul E. Roberts Jr. is the founding member of Roberts Wealth Management. He serves his clients by helping protect their assets and preserving their hard earned lifetime savings. Paul graduated with a B.S. in accounting from Mississippi State University in 1971. He then served his country well, attaining the rank of Captain in the Army Signal Corp. Once his tour was over, he became the managing partner of Roberts, Cooper, and Rasor CPA firm.
Armed with his 22 years of experience as a practicing CPA, Paul founded Roberts Wealth Management, a firm that specializes in estate preservation & retirement planning. With over 40 years of experience, knowledge and loyalty in providing for his clients, Paul is a Retirement Income Adviser who provides financial advice and complete financial planning. He utilizes fresh ideas in regard to estate planning and investment techniques in order to help design and implement personalized plans that could potentially reduce financial risk, lower taxes and avoid probate. Paul and his wife of 48 years, Jolynn, recently moved to the Houston area after being lifetime residents of Biloxi, MS. They enjoy spending time with their three children: April, Paul and Summer and their six grandchildren: Jordan, Joplyn, Julia, Noah, London and most recently, Grayson.
If you want a no-nonsense Retirement Income Adviser whose life purpose is to help hard-working Americans retire happy and smart then April Roberts fits the bill. Since she found her calling in 2008, after practicing law for 5 years, she and her team have helped hundreds of families by following her dad's advice to listen to her clients more than she speaks and to help find solutions to their financial challenges. Her team takes a total approach to their client's retirement. Her clients receive a solid retirement income plan, continuous education on their finances, and coaching through potential problematic behavioral decisions - like buying and selling at the wrong time, purchasing a vacation home in a wrong manner or taking retirement income in an inefficient tax manner. This engaged approach helps clients with social security, taxes, risk assessment, and quality of life. April and her team help take the concerns out of retirement.
You have worked your whole life, now is the time to enjoy your life without financial concerns. April has maintained a loyal client base with less than 5% of client turnover. Her clients rest assured that she won't retire when they will - and they love the energy of her young, passionate team. April believes that happy teams create happy clients. April, staying true to her fiduciary oath, has successfully created a no excuse culture in her firm where her team thrives and the clients' interests always come first.
April continually strives to create and maintain an environment where everyone can "be real" and are inspired to live their best life possible. Her goal is to help her clients get better in every aspect of their lives.
JoLynn Roberts, is our Director of Operations here at Roberts Wealth Management. JoLynn has an educational background in business administration from attending the University of Southern Mississippi and Mississippi State University. JoLynn previously helped run her husband Paul’s CPA firm, starting in 1978. In addition, JoLynn has been a vital part of Roberts Wealth Management from the start.
In her spare time, JoLynn enjoys spending time with her family and spoiling her grandchildren.
Strategies for Financial Independence
To schedule a time to discuss your financial future, contact us at email@example.com or call us at 281-277-0645 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.