Investec is an independent boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million or more for over 35 years. We invite you to consider our forward-looking approach to wealth management.
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.
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Many ExxonMobil employees have a lot of company stock in their 401(k). The price is at levels not seen since the early 2000s. Ouch! As some employees think about retiring, we offer four strategies for dealing with XOM stock in the ExxonMobil Savings Plan.
Thinking about falling ill or not being able to make decisions for yourself can be frightening, but having an estate plan in place can help ease your concerns. People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was passed at the end of March 2020. If you've recently received your $1,200 stimulus check, have you thought about what you'll do with it? We're offering 6 productive things you can do with your stimulus check right away.