Financial Planning

Financial Planning

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

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Advanced Wealth Strategies for High-Net-Worth Individuals & Business Owners Because Ordinary Investment Plans Won’t Cut It at Your Level

At Assurance Wealth Management, we don’t believe in generic financial plans or outdated 60/40 portfolios. Your wealth deserves a custom-built strategy—one that’s designed to help maximize growth, minimize risk, and create long-term financial security.


This isn’t financial planning as usual—this is a precision-engineered approach to wealth management.

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Strategic Wealth Planning That Works for You

Investment Management

Smart Strategies, Beyond Stocks & Bonds


Forget the old-school 60/40 investment model. We craft dynamic, customized portfolios that leverage:


  • Alternative Investments – Private equity, hedge funds, real estate, structured notes, and other opportunities beyond traditional markets.


  • Tactical Allocation – Adaptive strategies designed to optimize returns while minimizing downside risk.


  • Creative Wealth Growth – Unique investment strategies that go beyond “set it and forget it.”


If your portfolio isn’t actively managed and optimized, you could be leaving money on the table. Our goal is to have every asset working harder for you—with a focus on smart, calculated gains.

Retirement Planning

Looking to Protect Your Future


We don’t just help you retire—our goal is to help you retire well. Our retirement planning strategies are designed to have:


  • Tax-optimized withdrawals to keep more of your hard-earned money.


  • Asset protection strategies to help mitigate the risks of market downturns.


  • Guaranteed income streams to support your ideal lifestyle, no matter what the market does.





*Guarantees are based on the claims paying ability of the issuing insurance company

College Expense Planning

Maintaining Your Wealth While Funding Their Future


You want to give your kids or grandkids the best education possible—without compromising your financial future. We design smart college funding strategies that:


Utilize tax-advantaged accounts and strategic funding.


Protect assets from unnecessary tax burdens.

Keep your wealth intact while providing education opportunities.

Social Security Planning

Maximize Your Benefits


When should you start collecting Social Security? How do you maximize benefits while minimizing taxes? We provide:


  • Claiming strategies with the goal to optimize your lifetime benefits.


  • Tax-efficient withdrawal plans to help keep more money in your pocket.


  • Personalized guidance so you don’t make any of the big mistakes that could cost you in retirement.

Safe Money Options

Secure Growth Without the Volatility


Want strong returns without market chaos? Our safe money strategies provide:


  • Principal protection with upside potential.


  • Tax-advantaged growth opportunities.



  • Reliable income streams for financial security.

Why Work with Us?

More Than Just a Financial Plan – A Wealth Strategy – We go beyond numbers and charts to create dynamic, custom-built strategies that help your wealth thrive.


Access to Advanced Investment Opportunities – From alternative assets to creative investment solutions, we provide opportunities most advisors can’t.


Multi-Specialist Approach – Our Family Office network includes elite financial strategists, tax experts, and investment specialists to ensure your plan is airtight.

See How We Help

Let’s Build a Smarter Financial Future

If you’re ready to move beyond the basics and take control of your financial future, let’s talk. Schedule a private consultation today, and let’s craft a strategy that works for your wealth, your goals, and your legacy.


Financial Planning for Those Who Demand More

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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.

    Learn More
  • 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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Financial Planning

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