Houston Wealth Advisers, LLC.

Houston Wealth Advisers provides financial consultation and wealth management services, including investment management through recommended third‑party separately managed account (SMA) programs, risk management, and insurance solutions. The firm works with individuals and families as well as corporate and charitable organizations, and clients have access to an online portal and a document vault for account aggregation and recordkeeping.

The firm’s investment approach centers on referring clients to third‑party money managers and categorizing SMA options as strategic, tactical, or hedge‑oriented based on due diligence factors such as investment strategy, performance history, underlying costs, assets under management, custodians, and minimum account sizes. Houston Wealth conducts monthly account reviews, assists with allocation, retirement income planning and required minimum distribution (RMD) planning, and emphasizes ongoing monitoring of sub‑advisers’ fit for each client.

Noteworthy aspects include the firm’s explicit focus on corporate/business and charitable clients, which is less common among similar independent advisers, and the inclusion of complimentary tax preparation and estate‑document services for clients who meet specified asset thresholds. The firm also provides risk‑management recommendations and discloses that its representatives are licensed to sell insurance products and receive referral compensation from certain SMA providers, with disclosures and client consent used to manage those conflicts.