THE Roberts Wealth Management Answer to your Retirement Plan

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 [email protected] or online at

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


Jan. 10 – Friendswood
Feb. 5 – Pasadena

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

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