As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and for multiple generations to come. Our mission is to have a meaningful, long-term impact on our clients’ lives by providing financial guidance throughout every stage in life.
Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
Our process starts with YOU... by fully understanding your family and its vision for the future. We want to document your hopes and dreams as a foundational way to track your progress. We then document your capital, how it's deployed, risks it's exposed to and how it's growing.
We conduct a thorough analysis of your retirement goals and how your capital and income sources can be optimized for distribution. We work with your legal counsel to update your estate planning documents to ensure your wishes are carried out beyond your lifetime. We integrate your business assets in the plan including succession strategies.
Investment advice offered through Integrated Partners, doing business as Three Cords Wealth Management, a registered investment advisor.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 2925 Richmond Avenue,
- Phone
- 832-835-1954
- Jo****@****wma.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- tcwma.com
- Keywords
- Houston.
- HQ
- Houston, Texas
- Competitors
- Willis Johnson & Associates, Post Oak Private Wealth Advisors, Concenture Wealth Management, Sheets Smith Investment Management, LLC, Rhame & Gorrell Wealth Management, Edelweiss M&A Partners, Three Cord True Wealth Management, Goodman Financial, Acropolis Capital Partners, Financial Synergies Wealth Advisors.
Three Cords Wealth Management Advisors Questions
Three Cords Wealth Management Advisors's helpline number is 832-835-1954
Three Cords Wealth Management Advisors's website is tcwma.com
Three Cords Wealth Management Advisors's LinkedIn profile is https://www.linkedin.com/company/three-cords-wealth-management-advisors
Three Cords Wealth Management Advisors has
5 employees.
View email and phone details for 5
employees at Three Cords Wealth Management Advisors.
Three Cords Wealth Management Advisors's industry is
Financial Services
Three Cords Wealth Management Advisors's top competitors are
Willis Johnson & Associates,
Post Oak Private Wealth Advisors,
Concenture Wealth Management,
Sheets Smith Investment Management, Llc,
Rhame & Gorrell Wealth Management,
Edelweiss M&a Partners,
Three Cord True Wealth Management,
Goodman Financial,
Acropolis Capital Partners,
Financial Synergies Wealth Advisors.
Three Cords Wealth Management Advisors's support email address is Jody.Johnston@tcwma.com
Three Cords Wealth Management Advisors's categories are Financial Services
Three Cords Wealth Management Advisors's founding year is 2020
