smartvestor

trust | transparency | results

connect with a dave ramsey smartvestor in the woodlands, tx

RG Wealth is part of an elite group of Financial Advisor firms who have been personally selected to be a Dave Ramsey SmartVestor in the Greater Houston area. This means that, like Dave, we are committed to providing simple, common-sense education and empowerment.

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today’s marketplace. We build and maintain long-lasting relationships by and providing quality guidance, unmatched service, and unique solutions to help you reach financial freedom.

what is a smartvestor pro?

The Dave Ramsey SmartVestor Pro system is a network of professionals who have been personally chosen by Dave and his team. The criteria is based on integrity, professionalism, and experience – we are held accountable by members of Dave’s team and client evaluations. In today’s world, it has become increasingly complicated to find trustworthy and competent investment advisors. Dave wanted individuals to be able to find an experienced financial professional they can trust – a professional who gives the same helpful advice and believes in the financial principles that Dave teaches on his show.

why use dave ramseys SmartVestor program?

SmartVestor professionals need to be forthright, honest, and share a similar investment attitude to Dave’s. As a result, the screening process to become one is very stringent and ongoing requirements need to be maintained. This program ensures that SmartVestor advisors are truly helping clients achieve their financial goals. Dave’s team works closely with SmartVestor firms to certify that they provide high standards of service and act with the heart of a teacher.

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If you have any questions or would like to learn more about our firm, please fill out the form below and we’ll get back to you shortly.  We look forward to hearing from you.

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