Lloyds Intrepid Wealth Management is an independent financial advisory firm serving families throughout The Woodlands and the greater Houston area. With over 32 years of experience, our team includes a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®), bringing decades of combined experience in portfolio management, retirement planning, and wealth strategy. We work closely with each client to build a clear, personalized plan for retirement, wealth management, and estate planning, taking the time to understand your goals before recommending a path forward. Whether you're planning for retirement, managing an inheritance, or want a trusted second opinion, our team is here to help you move forward with confidence.
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Michael W. Goodwin, CPA and Founding Partner, and Gordon C. Menard, CFP and Founding Partner of Sterling Wealth Advisors, The Woodlands Texas, are financial planners, not simply money managers, who work with you to develop a comprehensive plan of action that addresses all of your concerns, not just what your rate of return was as measured against some index. In this way, you can be sure that your hopes, dreams and goals are accomplished and you can step into retirement with confidence. Take the next step and schedule a complimentary meeting to see how Sterling Wealth Advisors can help you achieve your goals.
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The Woodlands, TX team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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We treat every prospective client as a future partner and we would be delighted to put together a review of your current financial situation. To schedule a complimentary consultation, please call us at 281-362-1444. We look forward to demonstrating how our tax-based approach to managing wealth can help you pursue your long-term goals.
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