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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.

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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: 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...

Investec Blog: Are You an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan

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...

Investec Blog: QCD: Doing Well by Doing Good

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

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