Advanced Wealth Planning in Houston, TX
Welcome to the RWA Wealth Partners office in Houston. Our team of professionals specialize in advanced wealth planning, investment management, estate planning, trust planning, and tax planning, prep and filing. With a diverse range of backgrounds and skills, we offer a comprehensive approach to address your financial needs. Get to know the people who are dedicated to helping you prosper in every way possible.
the only wealth partner you’ll need.
For individuals and families spanning multiple generations, with complex needs we offer access to one of the most comprehensive suite of services assembled under one roof. This includes institutional quality investment management, tax prep, estate planning and trust services. We take on the complexity of managing and maximizing your wealth.
- Equity Compensation
- Insurance Management
- Business Succession Planning
- Family Wealth Education
- Tailored Portfolios
- Alternatives
- Tactical
- Tax-efficient Strategies
- Concentrated Stock
- Tax Filing
- Tax Planning
- Liquidity event planning
- Gifting
- Trustee Services
- Family Office Services
- Trust Reporting
- Bill Pay
- Equity Compensation
- Insurance Management
- Small Business Succession Planning
- Family Wealth Education
- Tailored Portfolios
- Alternatives
- Tactical
- Tax-efficient Strategies
- Concentrated Stock
- Tax Filing
- Tax Planning
- Liquidity event planning
- Gifting
- Trustee Services
- Family Office Services
- Trust Reporting
- Bill Pay (Updated)
*Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with our wholly owned subsidiary, RWA Tax Solutions, LLC. Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC.
MEET YOUR ADVISOR
meet your advisor
REGIONAL VICE PRESIDENT
Matthew Batzel
Matt is a regional vice president and a member of the Business Development Team. Matt meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.
RELATIONSHIP MANAGER
Colbey Gilford
Colbey is a Relationship Manager at RWA Wealth Partners. He assists the wealth management team with creating reports and deliverables to present to clients.
WHO WE SERVE
Entrepreneurs
We can introduce you to the right relationships to build value and transition your business.
PRE- AND POST-SALE PLANNING
Our experienced advisors have access to time-tested strategies to craft and execute a sustainable plan.
Wealth preservation
Estate planning and execution
Legacy management
We have solutions to mitigate concentration risk and create liquidity with your stock grants.
Equity awards management
Concentration risk mitigation
Wealth planning
INDUSTRY RECOGNITION
$14.6B
Assets under management as of Sept. 30, 2023
#43 of Barron’s Top 100 RIA Firms 2023
fee was not paid for this ranking
Forbes
Investment News
Find additional information on the awards and recognitions listed above.
*Combined AUM of legacy firms. Barron’s America’s Best Independent Advisors 2013-2020 awarded based on data compiled by Barron’s.
Ready to experience the human side of wealth™?
Let’s begin.
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Ready to experience the human side of wealth™?
Let’s begin.
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85 Wells Avenue, Suite 109
Newton, MA 02459
info@rwawealth.com
833.RWA.PLAN