“Talent wins games, but teamwork and intelligence win championships.”
– Michael Jordan
Our team at Assurance Wealth Management is dedicated to providing personalized, expert guidance to help you achieve your financial goals. With diverse backgrounds and expertise, we are committed to delivering exceptional service and tailored strategies at every step of your financial journey.
Jaimin Garabedian, CRPC
Chartered Retirement Planning Counselor
Founder and CIO
JGarabedian@AssuranceWM.com
281.440.4200
Rebekah Davis
Operations Manager
RDavis@AssuranceWM.com
281.440.4200
Here are answers to some of our most common questions. Can't find what you're looking for? Feel free to contact us.
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.
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.
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!
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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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Assurance Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through GB Wealth Advisors LLC DBA Assurance Wealth Management, a Registered Investment Advisor in the state of Texas. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through Assurance Insurance Services LLC, an affiliated company. Business consulting services are offered through Assurance Family Office, LLC, an affiliated company. All investing involves risk including loss of principal. Past performance does not guarantee future results.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Assurance Wealth Management is not a law firm and does not provide legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts.
Assurance Wealth Management, Assurance Insurance Services LLC and Assurance Family Office, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Check the background of your financial professional on FINRA'sBrokerCheck.The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All Family Office services are offered through Assurance Family Office and all insurance products and services are offered through Assurance Insurance Services.
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