Totus Wealth Management

Financial Services - The Woodlands, TX, us

Totus Wealth Management Employees
Sandra Diaz

Chief Operating Officer and Chief Financial Officer

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Daniel Carroll

Director of Field Development

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Michael Porter

Director of Field Development

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Todd Mackler

Field Development Director, Registered Prinicipal

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Sammy Salek

Director of Asset Management

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Totus Wealth Management Senior Management
Sandra Diaz

Chief Operating Officer and Chief Financial Officer

Contact Sandra Diaz

James L

President & CEO

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Totus Wealth Management Details

A totality is a whole and superior to its elements. Totus Wealth Management is a different kind of wealth management firm, one focused on your entire financial portfolio. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals, earn your confidence so we can help you navigate the complexities of life and live the life you can imagine. In Omnia Paratus (anything and everything).We Pursue a Depth of Knowledge. We focus on unlocking your dreams and visions in life so we can chart a path with confidence at it's core. Designed to adjust for life stages, changing goals, market opportunity and an occasional storm. Gaining your trust day after day. Our client relationships are our most precious asset. We listen, we treat you the way we would want to be treated, we are incredibly diverse so you work with an advisor like you and your values. Trust is earned and is the only way we can help you reach your goals.Office Address: 8505 Technology Forest Pl., Suite 604, The Woodlands, TX 77381Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Totus Wealth Management logo, Totus Wealth Management contact details
Website: totuswm.com
Employees: 20 - 49
HQ: N/A
Location: The Woodlands, TX, us
Revenue: 2.5 - 5 Million
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