Bogart Wealth

Headquartered in The Woodlands, Texas and with clients around the globe, Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm serving high net-worth clients. 85% of the individuals and families we serve come from the energy sector, primarily ExxonMobil executives. We have a wealth of expertise in the ExxonMobil Savings and Pension Plans and have helped thousands of employees retire successfully. With 14 full-time professionals, we are able to handle the most complex financial planning situations. We work alongside other professionals to offer our clients tax optimization, charitable planning, estate conservation and transfer, and investment management.

PKF Texas is a Houston-based CPA and advisory firm known for its commitment to building personal connections through a blend of forward-thinking expertise and exceptional communication. The firm's team of dedicated professionals utilizes their extensive knowledge in audit, tax, and business advisory services to support clients in making informed business decisions across various industries. Previously a member of PKF Global, PKF Texas has recently joined forces with Withum, a nationally recognized CPA and advisory firm, reinforcing its focus on delivering tailored financial solutions. With a diverse range of services, the firm caters to multiple markets, including energy, healthcare, manufacturing, and not-for-profit sectors. Generated from the website