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COVID-19: Please be informed that all Investec advisors have been fully vaccinated and are now accepting in-person meetings. Masks are still required to be worn at our office if you are not fully vaccinated.

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: 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...

Investec Blog: Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current coverage. Here are four insurance areas you should reevaluate right away. Read more...

Investec Blog: Money Is… 4 Reasons Why You Should Work With a Financial Advisor

Money Is… 4 Reasons Why You Should Work With a Financial Advisor

At its core, financial advice helps you with your money. What is it about your money that makes it susceptible to help? This blog explains why folks in mid- to late-career who are accumulating retirement savings should be working with a competent financial advisor. 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