SmartVestor

Certified Dave Ramsey SmartVestor Pros

serving the woodlands & surrounding areas

RG Wealth is part of the elite group of Financial Advisor firms selected to be Dave Ramsey SmartVestors. In line with Dave’s philosophy, we are committed to providing simple, common-sense education and empowerment about financial services.

Our SmartVestor Pros are committed to providing easy-to-understand and ethical solutions for solving today’s investing and financial planning challenges. It’s our goal to build long-lasting relationships by focusing on quality guidance, unmatched service, and unique solutions to help you reach financial freedom.

What Is A Smartvestor Pro?

The Dave Ramsey SmartVestor Pro system is a network of professionals who have been personally chosen by Dave and his team. The criteria for a SmartVester Pro is based on integrity, professionalism, and experience. Throughout the year, we are held accountable to this code of conduct by members of Dave’s team and client evaluations.

In today’s world, it has become increasingly complicated to find trustworthy and competent investment advisors. Dave wanted individuals to be able to find experienced financial professionals they can trust – professionals who give the same helpful financial and investment advice taught on his radio show.

WHY DO YOU NEED

Dave Ramsey‘s SmartVestor Program?

SmartVestor professionals provide services for investment professionals in a forthright and honest manner similar to Dave. The services of any SmartVestor are reviewed through a screening process and are continually monitored to ensure SmartVestor advisors are truly helping clients reach their goals. This high standard of conduct is what makes a Dave Ramsey SmartVestor a credible resource in your financial journey.

Some of the investment advisory services offered by SmartVestor Pros include:

Debt Elimination

One of the trademarks of Dave Ramsey’s philosophy is eliminating debt so that you can live worry and stress-free. Our financial planners will help you optimize your budget, pay off creditor debts, and start saving for your future self with confidence.

Investment Advice

There are multiple opportunities for you to start investing and expanding your portfolio. We’ll help you navigate the different options available and will provide you with a comprehensive investment plan suited to your long-term financial goals.

Retirement Planning

When it comes to investing and financial planning, individuals are faced with complicated decisions regarding retirement, life insurance, and asset management. Our investors will walk you through every step to give you peace of mind.

Schedule a Free Consultation

Our wealth advisors are ready to help you formulate a long-term strategy for your finances.
Schedule a free consultation with us today!

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Wealth Management Tailored to Your Needs

Corporate Executives

Tailored financial advice for CEOs, presidents, and owners of large companies

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Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

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Business Owners

Reliable financial services for individuals who own or manage their own businesses

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Affluent Families

Estate planning and wealth management services for higher-income families

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Financial Planning

Partner with certified financial planners for your asset management needs

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Investment Management

Experience investment advising catered to your long-term financial goals

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Retirement Planning

Plan for the future with help from our investment plan and wealth advisors

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Tax Optimization

Maximize your tax returns with strategies from our expert financial advisors

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CONNECT WITH OUR

Financial Advisors

Send our team a message and we will respond via phone or email in one business day.