Problems We Help Solve

We can help you use the nest egg you’ve built to fund your retirement future.

What We Do

Backed by nearly 45 year of combined personal and professional investment experience, Assurance Wealth Management equips investors in all stages of life and financial situations with the tools needed to invest with confidence and understand what a tailored investment strategy can do for them.

Investments

Build and preserve your wealth with a holistic investment management approach that takes your unique financial situation into consideration and optimizes it.

Preserving, Protecting And Optimizing Your Assets

Our team of Houston investment management advisors are committed to excellence in delivering a high standard of care to individuals and families with significant means. A high-value portfolio can mean more complicated decisions are necessary, and our wealth managers draw on their deep experience and industry best practices to tailor plans to address your complex needs and goals.

We are committed to preserving and growing your financial capital by delivering personalized attention and an exclusive portfolio of investment management services based on your unique goals and preferences. From investing your assets to managing risk to maximizing philanthropic impacts, our specialized resources and care are designed to optimize your opportunities and overcome challenges in achieving your lasting financial legacy.

Income Strategy

For those looking to retire comfortably and maintain their current lifestyle, our retirement income strategy is the perfect solution. We work with our clients to create a personalized plan that will provide them with the income they need to sustain themselves throughout retirement. This way, you can relax and enjoy your golden years without worrying about whether or not you'll have enough money to last. With our retirement income strategy, you can rest assured knowing that you'll be taken care of financially for years to come.

Tax Planning

Minimize your tax burden and maximize your asset longevity by planning where your money will come from.

Maximize Your Financial Future By Minimizing Taxes

Retirement planning doesn’t stop once you retire. One of the most overlooked factors of retirement is when and from where you will take your money. The wrong choices can have lasting negative effects on your financial stability in retirement.

We take a calculated approach in advising you on distribution strategies using industry best practices, data and risk mitigation. Our goal is to minimize your tax burden so you can maximize your retirement assets, allowing you to enjoy a better financial future for years to come.

Health Care Planning

If you're like most people, you've probably spent a lot of time thinking about how you'll fund your retirement. But have you given much thought to how you'll pay for your healthcare costs? With healthcare expenses rising every year, it's more important than ever to have a solid plan in place.

That's where we come in. We specialize in helping people figure out the best way to pay for their healthcare costs in retirement. Whether it's Medicare Advantage, Medicare Supplement plans, Long Term Care policies or if you plan to self-fund everything, we can help you come up with a strategy that works for you.

We believe that healthcare planning is an essential part of any retirement plan. That's why we offer a comprehensive approach that includes everything from working with you to figure out which Medicare plan would fit your needs the best to determining if you need a Long Term Care policy or if we can earmark funds you already have to self fund. We'll even help you keep your costs down by shopping insurance companies on your behalf.

Estate Planning

Create a lasting financial legacy for the people and causes that matter to you most.

Create an Enduring Financial Legacy

We believe that it is critical to plan today for what you want tomorrow. Whether you want to take care of loved ones or impact your community through philanthropic giving, our estate planners in Texas can assist you with tailoring a plan that creates a lasting financial legacy and passes on your assets to the people and causes that matter most to you.

Our estate planning services ensure that your assets are maximized so that more of your money goes where it is intended and not the IRS. No matter how complex or simple your future plans are, the Asset Wealth Management team is poised to ensure your investment strategy is aligned with your estate goals.