Financial Planning
Investment Management
Retirement Planning
Tax Optimization
WEALTH MANAGEMENT IN THE WOODLANDS, TX
Rhame & Gorrell Financial Advisors
When it comes to managing your finances, you need a trusted advisor by your side. We’re on a mission to provide you with fee-only wealth management services that look at your needs first and foremost. Whether you’re planning for retirement, transferring your wealth to the next generation, or looking into investment options, the Rhame & Gorrell financial professional team is here to help.
PROUD TO SERVE
Professionals in The Woodlands
Our Proven, 4 Step
Financial Planning Process
OUR CLIENTS
Who We Serve
Meet
Our Team
Jeffrey G. Rhame, CFP®
Co-Founder & Senior Wealth Manager
Kyle M. McClain, CFP®, CIMA®
Partner & Senior Wealth Manager
Kyle Nickerson, CFP®, CIMA®
Wealth Manager
David Hunter, CFA, M.E.C.
Chief Investment Officer
As Seen In
Financial Insights
Tax-Efficient Tithing: Maximizing Charitable Deductions
Tax-Efficient Tithing: Maximizing Charitable Deductions How to Optimize Your Giving to Faith-Based Organizations & Other Charities At this time of year, our team receives an influx of questions about the best way to minimize what they owe for the current...
ExxonMobil Pension Update: Q2 2024
ExxonMobil Pension Update: Q2 2024 An Update On Segment Rates And Their Effect On Your Pension Benefit Concerns around the effect that higher rates have on the ExxonMobil Pension Plan’s lump sum values continue to be a key theme in 2024. As we highlighted in...
Backdoor Roth IRA: Benefits, Intricacies, and How To Do It – 2024 Update
Backdoor Roth IRA: Benefits, Intricacies, and How To Do It Understanding One Of The Most Widely-Applicable Tax Strategies for 2024 The Backdoor Roth IRA is one of the most widely useful exploitations of current tax law for high earners to receive additional tax...
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