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Who We Help

After more than 35 years of providing wealth management services, we find those who benefit the most from a relationship with Investec generally share some common characteristics. These include a willingness to accept help, a desire for simplification, and a disposition toward establishing an open and long-term relationship with a trusted advisor.

The majority of our clients fall into one of the following categories:

ExxonMobil Professionals

For more than 25 years, ExxonMobil employees and retirees have relied on Investec to assist them in wealth management and retirement. We have an ExxonMobil retiree on staff as one of our Senior Wealth Advisors. Doug Garrison, CFP®, MBA, spent over thirty years in ExxonMobil HR. Our familiarity with ExxonMobil benefits means we understand the details and can assist you in avoiding big mistakes and maximizing the value of your company benefits.

People in or Approaching Retirement

Many are concerned about whether they can afford to retire or can sustain their standard of living with the resources they've accumulated. Others want help in ensuring that they make no big mistakes as they shift from building up their wealth to depending upon it.

Energy Industry Professionals

Corporate benefit plans lay a good foundation for a great retirement. Employees of leading energy companies like Chevron, Shell, and Anadarko/Occidental benefit from advisors who understand their plans and can help prepare for what follows a lengthy career.

Those Facing Financial Transition

Life happens, often unexpectedly: divorce, death of a spouse, a sudden inheritance, sale of a business, loss of a job and a severance package. If you're not used to managing your finances and suddenly face a significant financial responsibility, finding a trusted advisor who can help you navigate through unchartered territory becomes important.