our services

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with rg wealth in your corner

you’re never more than a phone call away from the financial guidance you need

No two clients have the same concerns and challenges when it comes to maximizing wealth. Some want to ensure they don’t outlive their money. Some need to manage liquidity or market volatility. Some need to minimize their tax burdens while others want to protect a legacy that enriches future generations.

Whether your objectives require a goal-driven investment strategy or more comprehensive wealth management services, our Financial Advisors in The Woodlands have the expertise and experience your family needs.

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financial planning

It’s not enough to simply manage investments- our financial planning consultants in The Woodlands create a robust financial plan that utilizes our full range of capabilities to meet our clients’ needs and achieve their unique goals. As a team of financial professionals, our firm is fully committed to assisting affluent individuals to retire and stay retired. We take complex financial issues and use our unique expertise to transform them into simple, elegant solutions. We believe that managing wealth is a lifelong process, not a one-time event, and our promise to our clients is to stay engaged on an ongoing basis to ensure their success.

INVESTMENT MANAGEMENT

Every investment strategy begins with a conversation. Our investment management advisors in The Woodlands will discuss your investment history and experience, your short and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals. Then we draw on these insights to build a diversified portfolio that’s closely aligned with your financial objectives.

retirement planning

Planning your retirement involves a lot more than just figuring out the magic number you will need. It’s a complex undertaking where the decisions you make can have a substantial impact on your quality of life in your retirement years. So, as you have questions about optimizing Social Security or whether you should consider long-term care insurance, our retirement planning specialists in The Woodlands are ready to guide you every step of the way.

We’ll make sure that each step you take is one that brings you closer to your retirement goals, advising you on things like:

  • When and how to claim your Social Security benefits
  • Deadlines and options for Medicare
  • Your required minimum distributions (RMD)
  • Your need for Long-term Care Insurance
  • Elder care options

comprehensive tax optimization

The team at RG Wealth is very patriotic and our clients are too, but that doesn’t mean they’re interested in paying more than their fair share in taxes.  Our tax management advisors in The Woodlands want you to know all of your options, including strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with each decision you make.

We thrive on working as a team with our clients, attorneys, and accountants, providing valuable insights while keeping your financial strategy implementation a unified process.

EXPECTATIONS

We understand that your financial life is as unique as you are. Our team has over 100 years of combined experience in the industry – if you need help in an area not specifically addressed on our site, reach out via the form below and an experienced CERTIFIED FINANCIAL PLANNER™ will be in touch shortly to discuss your needs. Our additional areas of expertise include, but are not limited to the following:

 

Education Funding

Estate Planning

Business Ownership

Tax Mitigation

Charitable Goals

Health Care

ElderCare

Medicare/Medicaid

Insurance Planning (Life, Long Term Care, etc.)

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