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 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
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...
Are You an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan
From the moment a doctor earns his or her MD to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas and questions. Here are five key components every medical professional should consider when putting together his or her financial plan. Read more...
QCD: Doing Well by Doing Good
Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or anticipate you may eventually be one), you might be able to reduce your taxable income, save on taxes, avoid or reduce your Medicare premium surcharge, and do some good at the same time. Read more...
Recognized as a Top Houston Wealth Manager
