Helping valued clients reach their financial dreams in Bay Area Houston
By Betha Merit
What began as an extension of the family business, Roberts Wealth Management of Texas has turned into a results-driven powerhouse. The Roberts Wealth Management team focuses on staying relevant within an industry that is constantly evolving. What worked several years ago may not yield the same results today.
Their 3-Step Review is their comprehensive approach to help you discover your true financial desires and needs and whether your current strategies match up with your plans.
Under the leadership of Summer A. Roberts and Paul E. Roberts Jr. at the League City office, you can trust that your retirement will be managed according to your unique needs and goals. Their business is based on family values, which means you will never be just an account number. The Roberts team helps you with income planning, to identify your income gaps, align those with your financial goals, and “carve out the income streams you need so you never have to go without.” The advisors of Roberts Wealth Management listen to their clients, to help them make informed decisions regarding everything from balance of available liquid funds to growth investments (stocks, bonds, insurance) to whether the client should pay off a mortgage or sell a property.
In addition to helping you accumulate assets, “Our job is to help you look forward and cut future tax bills, and help you avoid financial problems in your retirement years and your estate planning,” says Paul. It is rare for Roberts Wealth Management to lose a client. And, it is no wonder. With philosophies like “Stop the financial insanity” and “If you do what everyone else does you’ll have what everyone else has,” Roberts Wealth Management demonstrates their personalized approach. “We offer carefully chosen private wealth management for select individuals,” says Paul, “and what we do, works.”
Founding member and Chief Investment Officer, Paul E. Roberts Jr. is Summer’s father. Paul serves his clients by helping to protect their assets and preserving their hard-earned lifetime savings. Paul has 44 years of experience, knowledge, and loyalty in providing for clients. After 22 years as managing partner of Roberts, Cooper and Rasor CPA firm as a practicing CPA, he founded Roberts Wealth Management in 1993 to specialize in asset preservation and retirement planning in Biloxi, Miss.
“The impetus for founding Roberts Wealth Management was a result of the simple question, ‘Why no gain?’” says Paul. At his CPA firm Paul prepared taxes for clients and discovered a pattern of no gain in their investments. The idea of preservation of principle as a first concern, not a last, took hold. “You win by not losing big,” says Paul. Roberts Wealth Management utilizes fresh ideas in regards to estate planning and investment techniques in order to design and implement personalized plans that will reduce financial risk, lower taxes, and avoid probate. It is a 24/7 job. “It’s not what you make, it’s what you keep,” says Paul.
Summer got her first taste of Texas while getting her bachelor’s degree at Southern Methodist University in Dallas. “I love Texas and its never say die spirit,” says Summer. While working as a legal recruiter in New Orleans, La., Summer was promoted as the youngest sales manager in the company. This afforded her the opportunity to move back to her beloved Texas. She loved her job, her success, and her new life in Houston. And then she attended one of Roberts Wealth educational workshops.
“I was so inspired and motivated by the passion of my family to help others secure their financial futures, I resigned my sales management position the very next day,” says Summer. Her siblings April R. Roberts, J.D. and Paul E. Roberts III are also managing partners of Roberts Wealth Management offices, in Sugar Land, and Biloxi, Miss., respectively. Summer states that each of them were mentored by their dad, Paul, for a year as they shadowed him before starting each office. “There is old world investing and there is new world investing. We all work together to help each of us stay in new world investing strategies,” says Paul. It is a synergy of experience and passion with the same goal of knowing clients as individuals and keeping their retirements secure.
After opening the very successful Houston office, Summer discovered Bay Area Houston was where she really wanted to live and work, all because of a fortuitous wrong turn on her way to Galveston. That led to her finding a home in Clear Lake Shores where she enjoys spending her time outdoors with friends, family, her two shelties, and soon her baby son, expected in the spring. Paul and his wife, Jo Lynn, moved to Bay Area Houston recently to help expand the League City office, and be near both daughters.
Roberts Wealth Management hosts educational workshops many times a year. Workshops last about 75 minutes and cover a variety of financial topics towards the goal of getting your financial house in order. Roberts Wealth Management limits their client base to maintain their individualized level of service. Free consultations are offered by appointment for individuals of $250K net worth or higher.
Roberts Wealth Management has Texas offices in League City, Houston, and Sugar Land, and Biloxi, Miss. They are a fee-based money management company of serious fiduciaries. www.robertswealthtexas.com. 3027 Marina Bay Drive, Suite 240, League City, Texas 77573; 281.549.6515.
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Advisor. Insurance and annuity products are sold separately through Summer Roberts & Paul E Roberts Jr. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America.