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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: The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021 — Here's What You Need to Know

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021 — Here's What You Need to Know

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

Investec Blog: The Stock Market & the Economy Are Not the Same: A Guide to Understanding the Difference

The Stock Market & the Economy Are Not the Same: A Guide to Understanding the Difference

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

Investec Blog: 4 Savings Plan Options for ExxonMobil Employees

4 Savings Plan Options for ExxonMobil Employees

ExxonMobil has suspended its generous 7% match for employee contributions to the ExxonMobil Savings Plan (EMSP) effective October 1. What's an employee to do? Here are four options for you to consider.



Recognized as a Top Houston Wealth Manager

Investec is Recognized as a Top Houston Wealth Manager