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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 investable assets of $1 million+ since 1984. We specialize in working with 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

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 Investec Blogs

Investec Blog: Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021

Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021

According to one estimate, seniors collectively lose up to $30 billion a year to elder financial abuse. Growing older is a part of life, and while it's difficult to see your parents age, ensure that they have the protection they need by identifying and preventing these signs of elder abuse.

Investec Blog: John & Sue's Big RV Adventure!

John & Sue's Big RV Adventure!

We had talked before about taking an RV around the States, as we had done in Europe in the 70’s, but the draw of far-flung countries always pulled us away. Then came COVID-19 and we were destined to remain in Houston through a long, lonely, hot summer... Our wonderful kids suggested we take three months and do that road trip we had talked about over the years!

Investec Blog: 5 Reasons to Make a "Special Contribution" to the ExxonMobil Savings Plan (EMSP)

5 Reasons to Make a "Special Contribution" to the ExxonMobil Savings Plan (EMSP)

If you are an ExxonMobil employee participating in the ExxonMobil Savings Plan, you have until December 15th to take advantage this year of a little-known provision in the Plan called making a "Special Contribution." Here's everything you need to know.



Recognized as a Top Houston Wealth Manager

Investec is Recognized as a Top Houston Wealth Manager