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THE Roberts Wealth Management Answer to your Retirement Plan

January 2nd, 2019

Roberts Wealth Management is well known and respected for providing clients with a personal, integrated retirement plan.

The Retirement Plan is based on three principles- Trust, Integrity, and Customer Service. Roberts Wealth Management has offices in the Houston- Bay Area, Houston- West Sugarland and the Mississippi Gulf Coast. The Houston Bay Area team is led by financial professional Summer Roberts-Hager. They have experienced tremendous growth in new clients the past few years and continue to provide the quality personal care they are known for.

“While the day-to-­-day business of a financial advisory firm may sound mundane, we can assure you, that’s not the case at RWM. We have a simple mission: To have a dramatic impact on the life of our clients. We are passionate about helping our clients grow and protect their life savings, and just as passionate about helping them improve their lives. When we go out of our way to help our clients, we have the opportunity to make a difference both in their life savings and in the quality of their lives. Helping to improve people’s lives is not a bad way to spend your time. Some companies have a mission statement that is just something they hang on the wall – it doesn’t have a lot to do with their day-­-to-­-day operations. That’s not the case here. We wear our mission like a suit of clothes, because living it every day is the only way we’re going to be successful,” stated Summer.

This client-centric firm focuses on existing clients and also welcomes new customers. Summer Roberts confidently stated, “The goal of Roberts Wealth Management is to help each client on an individualized basis. We look at each family’s wants and needs to find a financial plan that is right for them. There is no cookie-cutter plan at our firm.” Roberts Wealth Management believes first in helping to protect your assets and second is the opportunities to grow wealth. Their goal is to help protect your financial future.

Roberts Wealth Management’s model is simple. “It’s like building a house.” The first thing you do when building a home is to lay your foundation. Your foundation must be strong, sturdy & there when you need it. Your retirement plan is no different. Your “foundation” money should be the protected, safe money that you cannot afford lose. The next phase in building a home is to frame it or put up your walls. When a big storm or hurricane comes through, your foundation is secure, your walls can take a lot of beating & pressure although they may crack, crumble a little or even flood, but it takes quite the storm to just knock them down. This is how the investments in your portfolio “walls” should act, similar to low & moderate risk portfolios. Then, finally, you get to the top of your home, your roof. Your roof is typically the first thing damaged in a hurricane – similar to higher risk portfolios.
“The important thing is to make sure that your retirement ‘house’ is structured appropriately,” says Summer, “meaning that you must lay your foundation first. Then you can build your home on top of it.”

Roberts Wealth Management is very excited to see continued growth in its future. The economic indicators show that 2019 could be a positive upcoming year. However, political and government issues may come into play, somewhat but possibly at a minimum. Founder, Paul Roberts, states [1], “Consumer confidence determines some of the markets trends and it is affected by people’s emotions, we cannot predict that.” A solid retirement plan is important to help protect the income you have worked hard for and earned over many years. Roberts Wealth Management’s goal is to offer you a comprehensive, thoughtful retirement plan. “Your plan should provide retirement income and growth.” Roberts concurred.
For all of you retiring this year or in the future it’s never too early to begin a life savings plan. Roberts Wealth Management can be reached at 281-549-6515 or email at info@RobertsWealthTexas.com or online at RobertsWealthTexas.com

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roberts Wealth Management are not affiliated companies. Investing involves risk, including the potential loss of principal.

Any references to protection benefits, or safety generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice.

Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 697045

UPCOMING WORKSHOPS:

Jan. 10 – Friendswood
Feb. 5 – Pasadena

“Give us a call at 281-549-6515 and reference the code BAM2019 to see if you qualify!”

Business Buzz

March 1st, 2017

Proposed new medical office building in Webster.

Medical office building planned for Webster
Bay Area Regional Medical Center and Medistar Corp. plan to build a new 60,000 square foot medical office building near the intersection of East Medical Center Boulvard and Highway 3 in Webster. The project is scheduled to start in the third quarter of 2017.

The building will support the continued growth and active expansion of Bay Area Regional, which recently became the first and only hospital in Houston and only the fifth in Texas to achieve Chest Pain Center Accreditation with PCI and Resuscitation from the Society of Cardiovascular Patient Care.

It also will complement the services provided for the community by PAM Bay Area Rehabilitation Hospital, which is operated by Post Acute Medical, LLC. Featuring 45 private rooms, this modern inpatient rehabilitation facility was developed in 2015 by Medistar.

Monzer Hourani, founder and CEO of Medistar, said, “This new medical office building will provide exceptional convenience and further enhance Bay Area Regional’s position as a medical destination of choice for patients and providers.”

Also in the Webster area, Medistar is developing a new 70-bed skilled nursing facility to further complement the rapid growth of Bay Area Regional, which Medistar is currently expanding from 104 to 191 total beds.

Roberts attend financial event
Staying current on the ever-changing economy and government regulations while refining industry skills and knowledge can prove difficult for financial professionals, especially those who are independent, like Summer Roberts and Paul Roberts.

But rather than go it alone, they flew to San Diego, Calif., to be informed and inspired by over 400 of their peers, hosted by a renowned financial marketing organization.

Designed to bring together some of the top financial professionals in the country, the annual event aims to share ideas and strategies with producers to help them improve their businesses, and, ultimately, better serve their clients.

“I’m excited about this event because it brings together hundreds of the most brilliant and successful financial minds all under the same roof to share ideas and experiences first-hand!” It’s invaluable education,” Summer says.

Barrios honors nine employees
Barrios Technology recently presented employees with Silver BEAR (Barrios Employee Award and Recognition) awards. Each recipient was commended for their high level of expertise and outstanding performance supporting NASA’s International Space Station Mission and Program Integration contract.

Employees recognized included Karen Bratton, Erik Marsh, Erin Thornton, and the six-member ISS Conference Facility Team (Mary Kerber, Jessica Henderson, Ann Herring, Richard Morphis, Todd O’Neal and Mark Zuteck).

Roberts Wealth Management: A Success Story of Giving and Growing

January 1st, 2017

The Roberts Wealth Management Team.

GIVING BACK TO OUR COMMUNITY
With success comes a responsibility to give back to the community that has supported you. Roberts Wealth Management owners, Paul Roberts and Summer Roberts understand that commitment. They support the Make a Wish Foundation and at Christmas, collect toys from their many clients, then match the toys donated, and give them to Bay Area Turning Point. They also donate to Bay Area Pet Adoptions, a shelter and adoption organization in San Leon.
 

Summer Roberts

WHAT MAKES US GROW
“The Roberts philosophy is one of consistency and works to our clients benefit”, says Paul. The Roberts Wealth Management office has doubled in growth every year since expanding to their League City location. There are many reasons for this success and one of the most important is the high rate of referrals from clients. There is no better testimonial for a business and because of the number of referrals, Paul and Summer can spend the majority of their time working with their clients instead of trying to recruit new ones. The personal contact with clients and time spent analyzing what is best for each of them makes up the largest portion of their daily routine.

“Our consulting and advice is customized to fit each client’s situation. We are not selling products,” Summer says, “We look at where each family’s needs are and offer our clients positive solutions to secure their financial future.”

Roberts Wealth Management office reception area.

A PROGRESSIVE STRATEGY FOR OUR CLIENTS
Paul and Summer, a true family team, have recently formed the Texas Wealth Authority, a unique concept in client options for answering financial planning questions. For instance, suppose you have a need for very specific advice concerning estate planning; a question about taxes; refinancing your home or whether to buy or lease a car; all fundamental things that come up in everyday life. As a client of Roberts Wealth Management you have specialists at your disposal to give you the best advice that fits your particular situation. This is not a referral group, but actual professionals and authorities in their particular fields that are “on call” to assist the Roberts’ clients with whatever need may arise.

Paul Roberts, Jr.

THE ROBERTS WEALTH MANAGEMENT MESSAGE  
Our typical client is your everyday American family who has worked hard over the years to accumulate a nest egg and needs true retirement planning help. Summer says, “A large part of our expertise is centered on 401 k rollovers and in-service rollovers. Whether you are still working (59 ½ or older), retired, or have been laid off, sometimes we can roll that money out of your 401 k plan as a tax free rollover into an IRA where you can be in control of where you put it.”

The options for financial advisors are everywhere. It is an industry with a lot of large national companies that tend to have a “cookie cutter” program for clients. Whether you are dissatisfied with your current financial adviser or looking for a first time advisor to make a more secure future for you and your family, the question arises…..who do I trust to manage my retirement and my family’s financial future?  One of Paul’s favorite sayings is “We are a Main Street firm, not a Wall Street firm. We look at what fits the financial needs for local, Bay Area Houston families.”

You can contact the Roberts Wealth Management family team by calling 281-549-6515 or come by the office in League City at 3027 Marina Bay Drive. For more information visit www.RobertsWealthTexas.com.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.  Insurance and annuity products are sold separately through Summer Roberts & Paul E Roberts Jr.

 

LOCATIONS:

Houston – Bay Area
Houston – West
Sugar Land
MS Gulf Coast

info@robertswealthtexas.com

Phone 281-549-6515

Fax 832-864-3605

RobertsWealthTexas.com

Rapid growth spurs expansion of wealth management firm

September 1st, 2015

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.

Business Buzz

February 1st, 2015

Summer Roberts at Desk - Bio Pic3-Mentors honors Summer Roberts

Financial Professional Summer A. Roberts of Roberts Wealth Management was honored during an exclusive “Financial Professional Training Conference and Awards Ceremony,” in Laguna Niguel, Calif., by 3- Mentors, Inc. in January.

She was presented with a “2014 President’s Award” by 3-Mentors’ founding members Gary Reed, David Gaylor and Rodney Harris and was also recognized as the “Breakthrough Individual of the Year.”

“The President’s Award is given to a select few Financial Professionals as recognition for demonstrated excellence within their practice and outstanding client dedication,” Gaylor said.

“3-Mentors recognizes the drive and determination it takes to bring a financial practice to the next level. For that reason, we grant the “Breakthrough Award” to individual producers that reach this important step in their career.  Summer was one of three individuals nationwide to receive this prestigious award.”

“We chose Summer,” Reed said, for this important distinction as someone that consistently performs at a very high level within her industry and is held in the highest regard by both peers and clients alike.

Harris added, “Summer exemplifies a client-centric philosophy by never failing to put her clients’needs at the forefront of everything she does.  She truly embraces her responsibility to assist her clients’ in the protection, growth, and distribution of their wealth, with the most balanced approach possible.”

“Today’s retirees, and those approaching retirement require more than just a financial professional. They need someone to help them navigate their retirement planning, not only as a trusted guide through the various challenges, but also to help identify the myriad of opportunities that exist.  We are proud to be one of those firms and to provide these services for the people of Houston,” says Summer.

For more information about Summer and her firm’s services, you can reach Roberts Wealth Management at 281-549-6515 or visit their website at www.RobertsWealthTexas.com

Dana Tobeck earns SFA Honoree Award

The Space Flight Awareness program recently recognized Barrios Technology‘s MAPI employee Dana Tobeck with the prestigious SFA Honoree Award for her dedication and commitment to the ISS Program.

Tobeck, a principal project controls specialist, was recognized for her leadership in establishing work plan and management systems. Tobeck developed a measurement system along with training for MAPI management that ensures quality Annual Work Plans (AWPs) and provided management insight into work variances.

Tobeck has worked in the space industry for over 15 years on various NASA programs.  She earned a Bachelor of Science degree from the University of Houston, as well as a graduate degree from Texas A&M University.

The SFA Honoree Award is one of the highest presented to NASA and industry.

ExxonMobil to be honored

The Greater Houston Port Bureau will recognize ExxonMobil’s exemplary contributions to the Port of Houston and the surrounding region at the Port Bureau’s 86th Annual Maritime Dinner Aug. 22 at the Bayou City Event Center.

“The Port Bureau Board of Directors selects a person or company that has made a lasting impact on the port region to honor at our dinner,” said U.S. Coast Guard Capt. (Ret.) Bill Diehl, bureau president.

“ExxonMobil contributed significantly to the port region in 2013 and 2014 through community events, educational programs and industry expansion, adding to its long history of driving economic activity along Houston’s waterfront and supporting the surrounding community. We are privileged to recognize their contributions.”

Roberts Wealth Management

January 5th, 2015

Team

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.

SAR working

Managing Partner, Summer Roberts researches her cleints’ best options.

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.

PER working1“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.

Legal Disclaimer
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.