Oil & Gas Professionals

Financial Planning for Oil & Gas Professionals

After 30 years spent serving professionals from ExxonMobil, Chevron, Shell, BP, Conoco Phillips, and more, our financial advisors in The Woodlands have become a trusted authority on the full compensation and benefits packages provided by these companies.

As one of the only advisory firms with this deep expertise, our team is prepared to help petrochemical professionals make the right financial decisions. Whether it’s tax-optimizing your receipt of company stock or maximizing your 401(k) and pension, we’re dedicated to helping you accumulate wealth and retire successfully.

How We Help Oil & Gas Professionals

As a fiduciary in The Woodlands that serves oil and gas professionals, we promise to equip you for success when you schedule a complimentary consultation. In your complimentary consultation we will look to do the following:

Validate the retirement plan and process you are currently pursuing
Provide you with actionable insight into what needs improving and equip you with the tools to do so

Think of RGWM as an educational resource – It’s our goal to provide you with the financial planning strategies needed to help you protect the wealth you’ve worked so diligently to accumulate.

Why Do You Oil & Gas Professionals

Need Financial Planning?

Your confidence is our priority. If you’re looking for a long-term approach to your financial health, we’re here to help. Our Certified Financial PlannerTM professionals help clients meet their goals by offering guidance and support in several areas, including:

Risk Management

Energy professionals frequently are over-exposed to company stock through their 401(k) and stock-based compensation. We’ll help you protect yourself from being too concentrated in your portfolio.

Expert Advice

Our advisors have years of experience in helping professionals from energy companies. No one is better prepared to help you maximize your employer benefits and prepare for retirement.

Long-Term Success

The tax and investment landscape is constantly changing. We offer advice for every phase of your life that we will continue to adapt as your company’s offerings and the current tax code change.