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BRIDGING THE GAP

Personal advice and wealth management.

John & Sue's Big RV Adventure! Thumbnail

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!

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Investec Press Thumbnail

Investec Press

Investec Wealth Strategies has been recognized as a Top Houston-Area Wealth Manager. The firm has been featured in many publications, including the Houston Business Journal, Financial Advisor Magazine, Wealth & Finance International, and the Houston Chronicle.

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Imagine You're Dead—Now What? Thumbnail

Imagine You're Dead—Now What?

You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.

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