Woodforest Wealth Strategies

Lloyds Intrepid Wealth Management, located in The Woodlands, TX, is led by President and Chief Investment Officer Robert Lloyd, CFA, and Vice President Christopher Lloyd, CFP. The firm specializes in comprehensive financial planning, portfolio construction, risk management, and tax optimization strategies to help clients achieve their financial goals. With a focus on personalized service, Lloyds Intrepid Wealth Management offers expertise in retirement planning, estate planning, and multi-generational planning. Their commitment to client education is evident through monthly research notes and educational videos designed to enhance financial literacy. Generated from the website

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.