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Our Firm

YOUR WEALTH MANAGEMENT FIRM

Fostering Curiosity & Challenges

Backed By a Commitment to Never Being Satisfied

Our wealth management firm is built around an environment that fosters curiosity and challenges our team to ask, “what if,” or “what about.” Our clients see this first-hand when our team looks beyond the bottom line of the account balance or the first page of a tax return and starts challenging strategies, assumptions, and expectations.

Your Confidence Is Our Priority

At RGWM, we believe that confidence is not something we are given; it is something we earn. Our CFP® professionals and investment management advisors in The Woodlands work hard daily to gain your confidence and help you achieve your family’s goals both now and in the future.

Meet Our Team

As Seen In

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As an independent, advisor-owned Registered Investment Advisor (RIA), we have a fiduciary responsibility to act and make decisions that are in your best interest. As a result, we are not obligated to sell proprietary products to satisfy the company hierarchy and can focus on you and your financial goals alone.

We have an award-winning Chief Investment Officer, in-house, with over 25 years of Wall Street experience leading our committee with investment strategies you can trust. At RGWM, our professionals use the most advanced analytical software available and our real-world investment knowledge to provide clients with unlimited research options for their investment portfolios.

We utilize an industry-leading planning tool to give us the ability to help every client stay on track and reach their current and long-term goals. Smaller firms are unable to provide you with the knowledgeable staff, technical expertise, and financial resources that are at our disposal. We believe the resources and expertise of our financial advisors are integral to clients’ financial success.

At RGWM, our innovative technology enables us to provide you with reliable data that can be trusted in current and future financial analyses. This allows us to provide comprehensive advisory services with unlimited analytical capabilities and increased efficiency. Whether you need in-depth portfolio analysis, individual security research, or performance data, our technology is designed to help you maintain complete control over your financial assets.

At RGWM, we have implemented a uniform fee schedule that is fair, transparent, and, most importantly, consistent. Many advisors providing private wealth management services “negotiate” fees with new clients individually to gain their business. We don’t believe this practice is ethical or fair to clients. Instead, we provide honest fee-based services tailored to your lifestyle and financial goals.