Advice is everywhere, Advocacy can be rare.

Our holistic approach goes beyond investments, aligning your finances with your goals so you can protect what matters and plan with confidence.

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How We Help

At Texas Wealth Partners, we believe financial advice alone isn't enough. Our role is to serve as your advocate, bringing clarity and structure to every financial decision.

We specialize in working with professionals, business owners, and families who face complex financial decisions, from managing variable income to planning for retirement and business succession.

Led by CFP® professionals with a fiduciary commitment, we coordinate investments, tax considerations, and long-term planning with the goal of ensuring every decision is aligned and intentional.

Financial Planning

Holistic planning that unites cash flow, investments, taxes, insurance, and estate planning needs.

Investment Management

Advice and diversified portfolio management to address your long-term goals.

Risk Management

Strategies to protect what you've built and the people you care about most.

Business Planning

Guidance for growth, transitions, day to day operations and succession.

Who We Serve

We proudly serve individuals and families across Texas and beyond, offering holistic financial planning tailored to your goals. From preparing for retirement to supporting your growing business, we're here to guide you every step of the way.

Multigenerational Families

We help families plan across generations — preserving wealth, preparing for the future, and creating clarity around what comes next.

Working Professionals

We work with professionals in the petrochemical, medical, and education fields to help align your income, benefits, and investments — so you can build lasting financial security with confidence.

Small Business Owners

We help small business owners navigate everything from retirement plans to succession planning, with personalized strategies to grow and protect both your business and personal wealth.

Pre-Retirees & Retirees

Whether you're getting close to retirement or already enjoying it, we’re here to help you make smart decisions about income, Social Security, healthcare, and leaving a legacy, so you can move forward with clarity and confidence.

Request a Consultation

Ready to take the next step? Let’s start with a conversation about your goals and explore how our holistic financial planning approach can help support your future.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Texas Wealth Partners is a locally rooted firm serving Mont Belvieu and the surrounding Houston area. Many of our clients come from the same industries and communities we were raised in. We aim to bring every aspect of your life into alignment; coordinating planning, investments, and tax strategy in one cohesive plan.

Our values of loyalty, integrity, and kindness shape every client relationship.

Meet Your Team

Call Us

(281) 576-8800

Address

8830 FM 3180 Suite 612F

Baytown, TX 77523