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COVID-19: To maintain the safety of our staff and clients, Investec has taken steps to ensure we are fully operational remotely. Enhanced cybersecurity procedures have been adapted to ensure the safety of your information, and our staff is following social distancing guidelines. We continue to provide the personalized service you have come to expect – now via video call instead of in person. We look forward to sharing a cup of coffee with you in person as soon as it’s safe to do so. We are maintaining our regular business hours of 8:30am-5:30pm Monday-Friday, and can be reached at (713) 622-9111. Click here to read our COVID-related blogs.

OUR APPROACH
to Wealth Management
BEGINS WITH YOU

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Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management.


The Investec Wealth Strategies Team - John Goott, Daniel Goott, Doug Garrison, Margarita Barcenas, Jonathan Salvato, Traci Diedrich, Julie Banda, Candice Frank, Sue Goott, Marissa Wilson

The Investec Team

A diverse group of professionals with a proprietary interest in our clients' success. We work together to provide solutions that meet client needs, guiding each client through the implementation of their uniquely developed financial plan and offering recommendations throughout the process.


Read Our Latest Blogs

Investec Blog: 6 Questions If You're Within 5 Years of Retirement at ExxonMobil

6 Questions If You're Within 5 Years of Retirement at ExxonMobil

If retirement is only five years or less away, you should have a pretty good notion of what life will look like for you in this next chapter. With so many moving parts, it's important to think through the implications of the various decisions you'll make. Have you considered the following six questions? Read more...

Investec Blog: A Guide to Dividing Your Estate Unequally

A Guide to Dividing Your Estate Unequally

Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options. Read more...

Investec Blog: 4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

ExxonMobil employees often sign up for the EMSP because a supervisor or a more tenured colleague tells them it’s a good thing to do. But many participants continue to contribute without thinking through a Savings Plan goal or strategy. Have you considered these four questions? Read more...


Recognized as a Top Houston Wealth Manager

Investec is Recognized as a Top Houston Wealth Manager - Houston Chronicle, Houston Business Journal, Wealth & Finance International