Protos Wealth Management

Welcome to Protos Wealth Management, a financial services firm dedicated to helping you prepare for financial independence. Our client-focused, personalized approach is designed to provide financially sound retirement solutions that align with your unique goals and needs. We are committed to building life-long relationships with our clients, and we take pride in making strong commitments to their financial success.

As a fiduciary, our legal obligation is to put our clients' interests first, ensuring that the advice and recommendations we provide are always in your best interest. We are proud to serve Houston, Texas, and the surrounding communities, and we look forward to helping you achieve your financial dreams.

Our Services

At Protos Wealth Management, we offer a range of financial services to help you navigate each stage of your financial journey. Our services include:

*Financial Services*

We believe that financial planning is the cornerstone of financial success. That's why we offer comprehensive financial services designed to help you achieve your financial goals. Our services include an initial complimentary risk assessment, where we provide third-party analysis of your current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

*Income Planning*

Income planning for retirement can be a daunting task. At Protos Wealth Management, we're here to help you navigate throughout each of the three income planning phases - accumulation, distribution, and preservation or transfer - and to help you utilize tax-advantaged vehicles to help accomplish your retirement income goals. Our income planning services are designed to help you achieve financial independence and enjoy the retirement lifestyle you've always dreamed of.

*Retirement Planning*

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients' wills, estate plans/trusts, taxes, and insurance to ensure that all aspects of their financial picture are integrated in a coordinated effort to provide for financial clarity and multi-generational wealth.

*Wealth Management*

At Protos Wealth Management, we believe that wealth management is about more than just managing your investments. It's about managing your entire financial picture, from tax planning to estate planning to risk management. Our wealth management services are designed to help you grow, protect, and preserve your wealth for generations to come.

*Social Security*

Navigating the complex world of Social Security can be overwhelming. That's why we're here to help. Our Social Security services are designed to help you maximize your benefits and make the most of your hard-earned retirement savings. We can help you determine the best time to claim your benefits, navigate the complicated application process, and develop a strategy that aligns with your unique goals and needs.

*Color of Money Risk Analysis*

Our Color of Money Risk Analysis provides a comprehensive look at your current investment portfolio, helping you understand your risk tolerance, investment objectives, and asset allocation. With this analysis, you can gain a clearer picture of your financial situation and develop a plan that aligns with your unique needs and goals.

Get Your Score Now

Take the first step towards financial clarity and get your Color of Money Risk Analysis score today. Contact us to learn more about how we can help you achieve your financial goals.