PartnersInWealth is an independent financial advisory firm in Houston, Texas, serving financially successful families. PartnersInWealth providing financial management assistance to successful households in 1984. Ever since, they have diligently perfected their approach. Applying their considerable experience and the wisdom gained from managing the financial affairs of their clients over decades, they have successfully led clients and their families through almost every personal and economic situation imaginable. From significant economic cycles to changes in tax and estate law, their clients have relied on them for calm, steady advice and generational planning expertise. You view your wealth as your legacy for generations to come. They take the same view of their firm. PartnersInWealth is structured to endure for the long-term. Their employee-owned firm has a solid succession plan. The firm’s leaders are equity owners, and they proactively nurture the next generation of employees to ensure that the firm’s services and culture remain intact for you, your children, grandchildren and beyond. Their commitment to excellence has earned us industry and consumer recognition. They have consistently been named one of the top wealth management firms in Houston by the Houston Business Journal. They have also been named a Five Star Professional award winner multiple times, and they are regular winners of the Better Business Bureau Pinnacle Award for client satisfaction.