Boutique 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 and tax planning, preparation 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 achieve your wealth goals.
MEET THE TEAM IN HOUSTON
At RWA Wealth Partners, it is our mission is to provide smart, seamlessly orchestrated solutions. Our team looks forward to crafting customized plans that allow you to pursue your financial goals while also enjoying all that life brings.

Matthew Batzel

Colbey Gilford

Regional Vice President
Matthew Batzel
Matthew (“Matt”) Batzel serves as a regional vice president at RWA Wealth Partners and is a member of the business development team. Matt introduces clients and prospective clients to wealth advisors and provides information about RWA Wealth Partners’ investment strategies to the custodian referral channel.
Matt began his career in the financial services industry in 2006 through the educational division of Investools, where he helped clients better understand options, forex and futures trading. Prior to his work in the financial industry, Matt served in the U.S. Army.
In his free time, Matt enjoys playing golf and spending time with his wife and three children. Matt loves being outdoors. He is also very passionate about and involved in the Special Olympics.
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Relationship Manager
Colbey Gilford
Colbey Gilford is a relationship manager at RWA Wealth Partners. Colbey works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client’s unique financial needs and long-term goals.
Prior to joining the firm in 2020, Colbey held positions as a financial planning associate at Merino Wealth Management in Chicago and as a retirement services intern at Millennium Trust Company in Oak Brook, IL.
Colbey graduated from the University of Illinois Urbana-Champaign with a degree in agricultural and consumer economics with a concentration in financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional.
In his free time, Colbey enjoys traveling, trying new foods and spending time with his 10 siblings. He currently resides in Houston, TX.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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