ASSURANCE WEALTH MANAGEMENT

Retire with confidence.
Retire with Assurance.

Assurance Wealth Management is a team of financial advisors in The Woodlands, Texas that have over 43 years of industry expertise. Paired with a robust portfolio of financial planning tools and services, we are uniquely qualified to help you confidently navigate the complexities of today’s evolving financial landscape.

Assurance

{ uh-shoor-uhns, -shur- }

noun

full confidence; freedom from doubt; certainty:
to act in the assurance of success

Our Approach

WEALTH MANAGEMENT TO ENSURE SUCCESS

Our financial advisors take a multi-faceted approach in offering you the best advice to
navigate the opportunities and challenges ahead in building and wealth management strategy.

Understanding Your Story

GOAL IDENTIFICATIONWe work hard to understand your financial aspirations. Our advisors take the time to get to know you and your current situation as well as your personal wealth goals. Through targeted conversations and asking and answering many questions, together we will find the right solutions to help you achieve your personal objectives.

Developing Your Roadmap

YOUR PLAN FOR SUCCESSUsing what we discover about your life today and your vision for tomorrow, together we will craft a plan that will help you manage and pursue your goals at all stages of life. And because life can change, we offer continued advice and support as your needs and financial capabilities change.

Recommendations

CHANGES NEEDEDWe believe that educating our clients on the financial planning process is crucial in meeting their financial goals. Our advisors will guide you through your options and our products, explaining what they mean and the impact they may have on your portfolio. Together, we find the answers that will lead you to the best solutions for your unique situation and ensure you understand why each strategy is best for you.

Implementing Your Plan

DISCIPLINED INVESTMENT MANAGEMENTOnce you understand your suggested strategy and agree to it, we put your plan in action. We are committed to executing your strategy with excellence through disciplined processes that are informed by industry best-practices. This ensures your investments grow and achieve their maximum potential.

Looking Out For You

OPEN DOOR POLICYLife changes. Markets change. We maintain an open-door policy and address your needs when you want them addressed. We believe in a dynamic, proactive management approach by supporting you throughout the duration of your portfolio’s lifecycle. We also give you 24/7 access to our client portal so you can always stay on top of your investment activity.

What We Do

Client-focused wealth management for all of life’s stages

No matter where you are in life, we put our portfolio of financial services and our 43+ years of industry experience to work for you, focusing on setting and achieving your financial goals.

Retirement Planning

Define your goals and develop an individual strategy that maximizes your retirement income.

Tax Planning

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

Trust & Estate Planning

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

Investment Management

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

Social Security Planning

Social Security is one of the most valuable and least understood benefits available to retirees today.

Risk Management

Know how much of your portfolio is at risk at all times thanks to our highly transparent, risk-minimizing investment philosophy.

Finra Broker Check

Email:info@assurancewm.com

Tel:(281) 440-4200