Advanced Personal Planning

Advanced Personal Planning

From Business Growth to Personal Legacy – We’ve Got You Covered

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Tax-Smart Strategies for High-Net-Worth Individuals, Business Owners & the Financially Elite

Let’s be real—when you’ve built significant wealth, the last thing you want is to watch it erode under the relentless pressure of taxes, liabilities, and inefficiencies. That’s where we come in. At Assurance Wealth Management, we don’t just plan—we engineer strategies with an end goal to optimize, protect, and grow your wealth with precision.


Our Advanced Personal Planning isn’t your run-of-the-mill tax strategy session. It’s a proactive approach designed specifically for high-net-worth individuals (HNWI), ultra-high-net-worth individuals (UHNWI), and business owners who understand that true financial mastery comes from strategy, not luck.

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Smart Money Moves for Those Who Play at the Highest Level

Advanced Tax Planning

Legally Pay Less, Keep More


Taxes are inevitable, but overpaying is optional. We employ tax mitigation strategies designed specifically for high earners, helping you maximize deductions, optimize your tax structures, and leverage tax deferral opportunities.

Asset Protection Strategies

Keeping Your Wealth is Half the Battle


Your assets should be yours—not the government’s, not creditors’, and certainly not a frivolous lawsuit’s. Our  asset protection plans help to shield your wealth from unnecessary risk.

Cost Segregation Strategies

Reduce Real Estate Taxes


If you own commercial real estate, cost segregation can help reduce your tax burden. This strategy accelerates depreciation on certain property components, reducing taxable income and increasing cash flow.

Monetized Installment Sales

Sell Your Assets Without the Tax Burn


Thinking of selling highly appreciated assets but dreading the capital gains tax hit? Our monetized installment sale strategies looks to help you to defer taxes while maintaining liquidity—so you can reinvest and grow.

Advanced Financing Insurance

Turn Insurance into an Asset


Many people see insurance as a cost. We see it as a strategic financial tool. Our advanced financing insurance strategies provide tax-advantaged wealth accumulation, legacy planning benefits, and liquidity strategies- beyond the basics.

Why Work with Us?

We Don’t Just Advise—We Execute: Our Family Office network is stacked with tax strategists, attorneys, and finance pros who work together to ensure your plan is flawless.


Customized Strategies, Not Cookie-Cutter Plans: Every aspect of your wealth strategy is tailored to your financial situation, goals, and risk tolerance.



We Speak Your Language: Sophisticated financial strategies with a no-nonsense approach. Think of us as your wealth-building dream team—minus the corporate jargon.

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Let’s Talk Strategy

If you’re ready to stop playing defense and start optimizing your wealth with high-level planning, let’s have a conversation. Schedule a private consultation today, and let’s turn your wealth into an unstoppable financial legacy.



Elite Strategies for High-Net-Worth Individuals & Business Owners

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Frequently Asked Questions

Here are answers to some of our most common questions. Can't find what you're looking for? Feel free to contact us.

  • Why is AWM so popular?

    At Assurance Wealth Management, we understand that effective wealth management is crucial for securing a prosperous future. As your trusted partner in Texas, we focus on providing personalized wealth management strategies that align with your unique financial goals. Our team of experts works diligently to ensure your wealth is protected and grows steadily through comprehensive planning and smart investment choices. With a deep commitment to your financial success, we offer innovative wealth management solutions that include retirement planning, asset protection, and estate planning. Whether you're planning for retirement or looking to optimize your investments, Assurance Wealth Management in Texas is here to guide you every step of the way. Reach out to us today and let us help you take control of your financial future!

    Let's Connect
  • What is a Fiduciary?

    A fiduciary is a professional entrusted to manage assets or wealth while always putting the client’s best interest first. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated. By law, they must act solely in the best interest of their clients.

    Speak with one of our Fiduciary Financial Advisors
  • What is a Family Office, and How Can It Benefit Me?

    A family office is a comprehensive wealth management solution designed for high-net-worth individuals and business owners who need more than just investment management. Our modern family office experience provides access to specialists in tax planning, estate planning, business advisory, and outsourced CFO services, without the need to hire a full in-house team.

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  • How can AWM help with retirement planning?

    At Assurance Wealth Management, we understand that retirement planning is a critical component of financial stability. Our experienced advisors work closely with clients to develop comprehensive retirement strategies that reflect their unique goals and timelines. From figuring out the best savings plans to navigating the complexities of tax implications, we're here to help ensure a comfortable and secure retirement. Let us guide you on your retirement planning journey; schedule a consultation with us today to start planning for your future.

    Let's Connect
  • How Does AWM Differ from Other Wealth Management Firms?

    Unlike traditional wealth management firms, we go beyond just building an investment portfolio. Our holistic approach includes portfolio management, tax optimization, estate planning, business advisory, and risk mitigation—all tailored to high-net-worth individuals and business owners.

    Let's Connect
  • How Often Do You Meet With Clients?

    We have an open-door and open-phone policy, meaning we’re always available when you need us. Whether it’s a quick question or an in-depth strategy session, we’re here to provide constant communication and updates throughout every step of the process. Your financial goals are our priority, and we stay connected as often as needed to ensure you’re always informed and confident in your plan.

    Schedule your first meeting
  • Can You Work With My Existing CPA or Attorney?

    Absolutely! We frequently collaborate with CPAs, estate attorneys, and other professionals to ensure your financial plan is fully integrated. However, if you don’t have a trusted professional in certain areas, our Virtual Family Office provides access to top specialists in:

    Learn More
  • Do You Only Work With Clients in The Woodlands and Houston, Texas?

    While we are based in The Woodlands, Texas, we work with clients throughout the country. Our virtual family office model allows us to serve high-net-worth individuals and business owners nationwide with our modern, specialist-driven approach.

    Book a virtual consultation
  • How Do I Know If I Need a Financial Advisor?

    If you have financial goals but aren’t sure how to reach them, a financial advisor can help. Whether you’re growing your wealth, planning for retirement, managing a business, or navigating complex investments, expert guidance ensures you’re making the right moves. If you’re feeling overwhelmed, uncertain, or simply want a strategic plan to maximize your financial potential, it’s time to consider a financial advisor.

    See if we’re the right fit for you
  • You offer a lot of services, how expensive are you?

    Our fees are structured to provide exceptional value while ensuring you receive a comprehensive wealth management experience that goes beyond just investment management. Unlike traditional financial advisors who charge a flat percentage for portfolio management alone, we provide a full suite of services, including tax planning, estate planning, business advisory, and portfolio management—all tailored to your unique financial situation.

    Schedule your free consultation to learn more
  • What Types of Clients Do You Work With?

    We work with a wide range of clients, including business owners, professionals, retirees, and high-net-worth families who want to grow, protect, and manage their wealth. Whether you’re planning for retirement, navigating a business transition, or seeking comprehensive wealth management, we provide personalized strategies tailored to your unique financial goals.

    See if we’re the right advisor for you
  • How Can I Get Started With Assurance Wealth Management?

    Getting started is simple! Schedule a consultation, and we’ll discuss your financial goals, challenges, and the best strategies for your situation. Whether you’re looking for investment guidance, retirement planning, or comprehensive wealth management, we’ll create a personalized plan to help you move forward with confidence. Contact us today to take the first step!

    Schedule your consultation today

How Can We Help You?

With over 65 years of experience, Assurance Wealth Management offers tailored solutions for retirement planning, tax optimization, and investment management. Contact us today to secure your financial future.

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Advanced Personal Planning

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