facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
COVID-19: Please be informed that all Investec advisors have been fully vaccinated and are accepting in-person meetings. Masks are required.

OUR APPROACH
to Wealth Management
BEGINS WITH YOU

Let's Talk

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: You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have the account! Read more...

Investec Blog: A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation. Read more...

Investec Blog: 4 Steps to Maximize What Goes Into Your EMSP in 2021

4 Steps to Maximize What Goes Into Your EMSP in 2021

News that ExxonMobil will resume the company match to the ExxonMobil Savings Plan in October gives you a planning basis for maximizing after-tax dollars going into your account. If you're inclined to max out, follow along here to calculate the amount you can contribute as a Special Contribution. 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