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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Term insurance is the simplest form of life insurance. Here's how it works.
The uncertainties we face in retirement can erode our sense of confidence.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?