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Our Approach

to Wealth Management

Begins With You

 

The Investec logo features a chess piece known as the knight. It's a chess piece that can move in all directions. Experienced players recognize the knight's versatility is critical in implementing forward-looking strategies essential to winning.

Chess players have a simple goal—winning the match. Goals of the affluent are more multi-faceted. They often include assuring a secure retirement, charitable giving, travel and recreation, transferring wealth to the next generation, and helping educate grandchildren.

Our approach to wealth management clarifies priorities and quantifies objectives. We work with you and your other advisors (e.g., estate attorneys and accountants) to develop a holistic, integrated financial plan that provides realistic, achievable solutions. Our wealth management strategies are designed to give you peace and confidence. We accompany you on your journey, enabling you to focus on the benefits of your wealth, not on the management of it.

Investec is a boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million or more for over 30 years. We invite you to consider our forward-looking approach to wealth management.

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Do You Owe The AMT?

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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Women and Financial Strategies

Women and Financial Strategies

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Retirement Income and the Traditional Portfolio

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IRA Withdrawals that Escape the 10% Tax Penalty

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Options When Your CD Matures

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A Look at Systematic Withdrawals

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Ever Retire?

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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Women must be ready to spend, on average, more years in retirement than men.

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Surprises

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