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.
As Seen In
- True Fiduciary Responsibility
- Expert Investment Advice
- Trusted Planning Solutions
- Innovative Technology
- Fair Advisory Fees
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.
Wealth Management Tailored to Your Needs
Corporate Executives
Oil & Gas Professionals
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Affluent Families
Financial Planning
Investment Management
Retirement Planning
Tax Optimization
CONNECT WITH OUR
Financial Advisors
Send our team a message and we will respond via phone or email in one business day.