Discover many of the opportunities available to help you plan for your financial future.
At Roberts Wealth Management, we can help you determine a strategy appropriate for your financial situation.
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High Net Worth Individuals and Families
Our high net worth management services represent our most comprehensive service offering.
Roberts Wealth Management works side-by-side with high net worth clients to understand their financial goals and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management strategy for achieving enduring value, and ultimately, a unique and meaningful financial legacy.
We work closely with respected professionals to protect your wealth from taxes and ensure that it’s used to meet your goals.
We work closely with respected professionals to protect your wealth from taxes and ensure that it’s used to meet your goals.
Our high net worth service provides specialized resources in complex issues affecting our largest clients, including:
  • Handling the impact of significant wealth events (sale of a family business, retirement with significant assets, an inheritance, etc.)
  • Complex legacy planning and charitable giving design
  • Dealing with concentrated equity positions
  • Developing customized portfolios incorporating sophisticated investment strategies
  • Seeking maximum returns on large cash portfolios
  • Tax minimization strategies
  • Asset protection strategies
  • Exit strategies for business owners
  • Use of trusts for estate planning
Wealth never comes easily. At Roberts Wealth Management, we know what it’s worth to you and work diligently to preserve and grow your wealth… because you and your family deserve better.
Our simple no-obligation 3-Step Review is an effective way for us to get together and begin a discussion that will introduce some alternative solutions that can meet your financial needs.
Strategies for Financial Independence
To schedule a time to discuss your financial future, contact us at retire@robertswealth.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.
Request a No-Obligation Consultation
Who We Are / Our Focus
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.