Investec Wealth Strategies

Financial Services - Houston, TX, US

Investec Wealth Strategies Details

Investec is an independent boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million+ since 1984. One of our specialties is working with ExxonMobil professionals, assisting in their preparation for and transition to retirement. We invite you to consider our forward-looking approach to wealth management.We take pride in our seasoned team of experts, fully personalized service, ongoing guidance for turbulent markets, advice for every generation of your family, and objective financial strategies, not sales pitches. The better you do, the better we do.

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Employees: 20 - 49
HQ: 713-622-9111
Location: Houston, TX, US
Revenue: 2.5 - 5 Million
Financial Planning Investment Management Estate Planning Income Tax Planning Education Planning Insurance Planning Retirement Planning 401(k) Fiduciary Services Education Funding Portfolio Management Tax Strategies Investment Strategy Budgeting Wealth Guidance Legacy Planning Young Investors
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