Patrick Chevalier Iii Email & Phone Number

Houston, Texas, Us

Money is personal, and Chevalier Wealth believes clients deserve an advisor partner that will provide them with a bespoke investment experience tailored to their needs and objectives.Chevalier Wealth’s discipline is built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate six fundamental financial planning considerations* and help clients achieve their financial goals.We strive to exceed client expectations and provide transparency in our process so that clients can remain confident throughout the partnership.Chevalier Wealth believes thoughtful, detailed planning can help you create the quality of life you envision for yourself and your family. Our approach is centered around you. Understanding how you feel about your money, what your priorities are for growth, income, and downside exposure that you are ok with, if any. We focus on relationships that span generations, guiding people to and through retirement.

Sugar Land, Texas, Us

We know the life of your finances can take some unexpected turns. But you shouldn't have to navigate the ebb and flow of that financial journey alone or without a plan you can count on.That's why we at Roberts Wealth work hard to give you a high level of confidence in your financial future while also treating you as more than simply a client. We have families too and believe in caring for you the way we would care for them.We take our role as your fiduciary seriously. It's our job to keep an eye on changing trends, technologies, and opportunities so we can give you our input as experts alongside our care as a friend.At Roberts, your money matters to us because YOU matter to us.Warm Regards,Patrick Chevalier III & The Team at Roberts Wealth ManagementInvestment Advisory Services offered through RWM Capital LLC, a Registered Investment Adviser.

St. Louis, Mo, Us

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.• Answering client questions about financial strategies and giving financial advice.• Advising strategies for clients in insurance coverage, investments, cash management and other areas to help them reach financial objectives.• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their strategy.• Analyzing financial data received from clients to develop strategies to help meet clients' financial goals.• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.• Implementing financial strategies or referring clients to professionals who can help them.• Assessing and updating client portfolios.

St. Louis, Mo, Us

San Antonio, Tx, Us

• Established a successful sales team of 7+ members who over achieved contribution goals by 155K during fiscal year 2017 after grand opening a department in a new market.• Identified a new product and introduced it to H.E.B that has resulted in sales of over $500K since inception.• Developed and planned an outdoor seafood event that currently has results of $14K weekly and is top 10 in the Houston region. • Facilitated and implemented a Continuous Improvement & Design pilot program that is now in use in all H.E.B. Seafood departments. • Educated other store managers with a presentation on how to use network systems to perform the 5’s initiative.• Researched current and past business performance using online systems and available reports to forecast future demands.• Trained 5 Assistant Managers to enhance leadership, operational, and financial knowledge that are now department managers. • Built lasting value-added relationships with Partners, Vendors, and Customers that aids in sustaining and growing the enterprise.

Certified Financial Planner Professional Education Program, Accounting And Finance

Bachelor'S Degree, Finance And Financial Management Services

Associate Of Arts - Aa, General Studies

Finance And Financial Management Services