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COVID-19: Please be informed that all Investec advisors have been fully vaccinated and are accepting in-person meetings. Masks are required.

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 Team - John Goott, Daniel Goott, Doug Garrison, Margarita Barcenas, Jonathan Salvato, Blaine Whaley, 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: 5 Compelling Reasons to Consider Working in Retirement

5 Compelling Reasons to Consider Working in Retirement

Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it. Read more...

Investec Blog: Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider? Read more...

Investec Blog: The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options

The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options

Whether you’ve officially retired or are still working full time, it’s possible your health insurance options are changing. Depending on your age or health status, you may soon be qualified for Medicare. While you’ve likely heard of it before, we’re breaking down what exactly it is, who Medicare benefits and what each Medicare part covers. 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