Christopher Lloyd - Lloyds Intrepid Wealth Management

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.

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement

We treat every prospective client as a future partner and we would be delighted to put together a review of your current financial situation. To schedule a complimentary consultation, please call us at 281-362-1444.