Rapid growth spurs expansion of wealth management firm

Summer Roberts

              Summer Roberts

A focus on proactive service and a penchant for treating clients like family has proven to be a winning formula for the Roberts family of Roberts Wealth Management, as the firm stands poised to unveil a 3,500 square foot expansion of its existing Bay Area Houston office.

The firm of independent financial advisors operates from three office locations in Texas and one in Mississippi. The Bay Area Houston office, located at 3027 Marina Bay Drive in League City, has been in business since 2010. Its dramatic growth prompted firm founder Paul Roberts to relocate from the Biloxi, Miss., office to this area to help handle the growing workload and clientele.

Roberts joined his daughter, Summer Roberts, who serves as president of the firm, to operate the Houston and Bay Area offices. They credit their rapid growth largely to referrals from existing clients.

Paul Roberts

           Paul Roberts

“In this age of do-it-yourself everything, people have really responded to the personal, client-centered service we offer and have made a point of recommending us to their friends and family,” Summer Roberts said.  “That’s been very gratifying, and we want to ensure we’re able to continue to provide that level of service to everyone who chooses to become a part of our firm family.”

The office expansion will accommodate additional staff members, as well as space to conduct educational workshops and other client events. The new space will be on the first floor of the office building, offering easy access for clients.

“It’s been a long process of bringing on additional staff and preparing the new space in order to maintain the high level of service our clients have come to expect, but we believe it’s what our clients deserve,” Summer Roberts said.

For additional information, call 281-549-6515.

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