Advisors at this firm
Jeffrey N
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Jeffrey Newkirk is a financial advisor at IAS Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Understandable Solutions, a business consulting and executive coaching firm he founded, where he provided leadership and professional growth services. Prior to that, he held roles at Water Street Solutions and OSF HealthCare. IAS Wealth Management is a fee-only firm serving individuals, trusts, estates, and business owners with discretionary investment management and financial planning. The firm employs a team-based investment committee that uses fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.
John H
Series 63
The Woodlands, TX
IAS Wealth Management, Inc.
John Haynes is a financial advisor at IAS Wealth Management, Inc. with 24 years of industry experience. He holds the Series 63 designation and has been with Investment Advisory Services, Inc. since 2013. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based approach with a monthly investment committee that uses both fundamental and technical analysis to manage customized portfolios through the Fidelity institutional platform.
Jason H
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Jason Henry is a financial advisor at IAS Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Dienen for ten years and HCA Houston-Conroe for one year. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm uses a team-based investment committee approach with individualized portfolio management guided by client objectives, risk tolerance, and tax considerations.
Henry S
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Henry Stevens is a financial advisor at IAS Wealth Management, Inc. with 15 years of industry experience. He holds a Series 65 designation and has been with Investment Advisory Services, Inc. since 2010. IAS Wealth Management provides fee-only financial planning and discretionary investment management for individuals, trusts, estates, and business owners. The firm uses a team-based investment committee to manage portfolios on an individualized basis, applying both fundamental and technical analysis across various asset classes.
Curt B
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Curt Beck is a financial advisor at IAS Wealth Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked for Falcon Seaboard for 28 years. Outside of advising, he serves as a member of the Board of Managers and Tax Matters Partner for Axiom Energy, LLC, an oil reservoir development company. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based investment committee that uses both fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.
