Broker Check

Houston

3040 Post Oak Blvd, Ste 1150
Houston, TX 77056-6584

Monday-Friday: 9am – 5pm
Saturday & Sunday: By Appointment

Phone: 281-220-2700
Fax: 713-622-1440

Contact Us


They say everything is bigger in Texas. Perhaps no other Texas city embraces this saying quite like Houston. Let’s start with sheer geographical size. Some of the largest American metropolitan cities including New York, Boston and San Francisco could fit within the radius of Houston. Then there’s the population. With over 2 million people calling Houston home, Space City as it is affectionately known is the fourth most populated city in the United States. It’s Houston’s people, specifically its neighborhoods and destinations, that make the city come alive. Whether you’re taking a historical tour of Houston Heights, perusing the entrepreneurial Downtown, shopping in the world-class Galleria district, attending a performance at the exceptional Houston Grand Opera, or taking in an Astros or Texans game, Houston offers something for everyone.

From starting a business to growing a family, the people of Houston aren’t afraid to take risks and pursue their dreams. At Rethink Wealth, our team of agents and advisors are dedicated to helping make those dreams a reality with comprehensive and holistic approaches to financial planning, insurance planning, retirement planning, estate planning, and wealth management. We consider your present and future goals and go bigger, beyond the limits of commonly accepted needs-based planning.

Rethink Wealth considers our Houston clients as members of our extended family. We are honored to work tirelessly on behalf of local area families, business owners, doctors, orthodontists, and more in order to put them on the best possible path toward financial balance.

For visitors and locals alike, there is much to do and much to see in Houston. At Rethink Wealth, we also believe there is much we can do to help you see and realize the life you deserve. Let us show you the difference improved financial confidence and a commitment to financial balance can make.

Please call or email us to schedule a complimentary review of your overall portfolio with a Rethink Wealth Houston financial professional.

Contact the Houston team

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