Chairman, Ceo; Wealth Manager
Robertson Wealth Management
Houston, Texas Area
Mike Robertson is CEO and Chief Investment Officer of ROBERTSON WEALTH MANAGEMENT, LLC & host of “Straight Talk Money.” With over 40 years experience in the financial services industry, Mike currently operates multiple offices in the Houston area. In 2015, Mike was named ONE of the TOP 400 INDEPENDENT ADVISORS in the country by The Financial Times.As an Independent RIA, Robertson Wealth Management, LLC, provides comprehensive Wealth Management Services - including Financial Planning and Investment Management to High Net Worth Families & Business Owners. The firm is well known for developing portfolios that allow retirees access to high-income, tax-efficient strategies with a particular emphasis on minimizing overall portfolio risk. Other areas of special interest for clients include: • Risk Mitigation Strategies • Alternative Investments • Dividend Income Portfolios • Life Insurance & Income Protection • Long Term Care FundingMike is often quoted in such publications as the Houston Chronicle, Money Magazine, Business Week, New York Times, Research Magazine and On Wall Street. He is a member of numerous boards including the Ed Slott Advisory Board, First Allied Securities Chairman Executive Counsel, and Harry S. Dent Foundation Advisory Board. Visit Us at www.robertsonwealth.comSecurities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. and Robertson Wealth Management, both Registered Investment Advisers. Roberson Wealth Management is not affiliated with First Allied Securities and/or First Allied Advisory Services.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.