What We Do

Becoming a source for reputable financial advice is what we do best. We’re passionate about providing wealth management services to individuals and business owners in The Woodlands, Texas, and surrounding areas. Whether you’re new to financial planning or not, our advisors will help you formulate a plan to meet your personal or professional financial goals.

Financial Planning

Financial Planning involves several factors when it comes to investing and wealth management. We’re focused on helping you create a comprehensive, flexible financial plan customized to your unique situation and life goals.

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Investment Management

Creating the right portfolio to meet your goals takes in-depth expert analysis and due diligence from a team of analysts. We provide investment management solutions designed for you by a team of Chartered Financial Analysts (CFA®) recognized by the CFA Institute.

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Retirement Planning

Retirement planning involves much more than having the finances to cover your living expenses. Our advisors take the time to understand your life goals and help you make smart decisions to ensure your quality of life.

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Tax Planning

Our goal at RGWM is to lower your lifetime tax liability through different tax strategies. Our in-house tax professionals are experts at identifying and implementing tax strategies tailored to your unique tax scenario and circumstances.

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Financial Advisors

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