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At Capitalwise Wealth Management, our focus is partnering with high net worth families and select local businesses, to help them simplify their life and focus on what's important to them. Retirement & Estate Planning. Investment & Risk Management.

LIFEBRIDGE FINANCIAL GROUP™ was formed based on the value of providing clients with independent, objective financial advice to help connect life's many stages. We strive to be thoughtful listeners, strategic thinkers and creative problem solvers...

Buckingham Strategic Wealth's fiduciary financial planners in Houston offer a highly personal, consultative wealth management process that defines our clients' financial goals and designs a comprehensive financial plan to help accomplish them. Clients work side by side with our financial planners. Together, we will build a customized plan that addresses all aspects of your financial life - portfolio management, retirement planning, business planning, risk management, education funding, income tax planning, estate planning, and gifting. Our investment company puts this information together, organizes it, explains it, and so our clients can confidently make well-informed decisions. Call our fee-only financial advisors in Houston today!