Financial services in The Woodlands, TX

Image1of3

Headquartered in The Woodlands, Texas and with clients around the globe, Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm serving high net-worth clients. 85% of the individuals and families we serve come from the energy sector, primarily ExxonMobil executives. We have a wealth of expertise in the ExxonMobil Savings and Pension Plans and have helped thousands of employees retire successfully. With 14 full-time professionals, we are able to handle the most complex financial planning situations. We work alongside other professionals to offer our clients tax optimization, charitable planning, estate conservation and transfer, and investment management.

Image1of2

I've been a financial planner since 2006, and I've worked with thousands of clients to help them achieve their goals and dreams. Outside of work, I enjoy spending time at the beach and lake with my wife and three children. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Image1of3

At Avion Wealth we know that you want to be confident in your financial choices. In order to do that, you need to protect and build your wealth. The problem is that you’re not getting the communication you deserve, and the details of your situation are not being adequately addressed which leaves you feeling frustrated. We believe you should be heard; that all the details matter, even the small ones. We understand the frustration of not being heard and of having details fall through the cracks, which is why we have built a team with the credentials and experience to get you where you need to be. And a culture that ensures all the pieces are in place.

Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.