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Ethos Wealth Planning is a goals-based firm specializing in prudent investment management and retirement solutions. Located in Houston, Texas, we provide comprehensive planning services to individuals and families throughout the greater Houston region. Led by Ashish Patel, CFP, CIMA, Ethos Wealth Planning is supported by renowned industry credentials and an unwavering commitment to the fiduciary standard of care. For over a decade, Ashish has guided individuals through the complexities of retirement, market downturns and estate planning. As an independent financial planning practice, we take special care to educate our clients in all areas of their personal financial lives.

Farner & Perrin, LLP is a reputable law firm based in Houston, Texas, specializing in estate planning and probate administration. With a dedicated team of professionals, they offer a range of services including will planning, trust planning, and creditor protection. The firm's philosophy revolves around providing comprehensive and personalized legal solutions to help clients effectively plan for the future and protect their assets. Through educational materials, brief videos, and ethical wills, Farner & Perrin, LLP aims to empower individuals to make informed decisions about their legacies.Generated from the website

Cambridge Mercantile Groupnational in Houston offers Corpay Cross-Border Solutions, providing automation for invoices, international wire transfers, and currency risk management. Discover how their services can streamline your financial operations and enhance your global business transactions. Generated from their website's infomation