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“Paul has 44 years of experience, knowledge, and loyalty in providing for clients.”

wealth management for select individuals,” says Paul, “and what we do, works.” Founding member and Chief Investment Officer, Paul E. Roberts Jr. is Summer’s father. Paul serves his clients by helping to protect their assets and preserving their hardearned lifetime savings. Paul has 44 years of experience, knowledge, and loyalty in providing for clients. After 22 years as managing partner of Roberts, Cooper and Rasor CPA firm as a practicing CPA, he founded Roberts Wealth Management in 1993 to specialize in asset preservation and retirement planning in Biloxi, Miss. “The impetus for founding Roberts Wealth Management was a result of the simple question, ‘Why no gain?’” says Paul. At his CPA firm Paul prepared taxes for clients and discovered a pattern of no gain in their investments. The idea of preservation of principle as a first concern, not a last, took hold. “You win by not losing big,” says Paul. Roberts Wealth Management utilizes fresh ideas in regards to estate planning and investment techniques in order to design and implement personalized plans that will reduce financial risk, lower taxes, and avoid probate. It is a

24/7 job. “It’s not what you make, it’s what you keep,” says Paul. Summer got her first taste of Texas while getting her bachelor’s degree at Southern Methodist University in Dallas. “I love Texas and its never say die spirit,” says Summer. While working as a legal recruiter in New Orleans, La., Summer was promoted as the youngest sales manager in the company. This afforded her the opportunity to move back to her beloved Texas. She loved her job, her success, and her new life in Houston. And then she attended one of Roberts Wealth educational workshops. “I was so inspired and motivated by the passion of my family to help others secure their financial futures, I resigned my sales management position the very next day,” says Summer. Her siblings April R. Roberts, J.D. and Paul E. Roberts III are also managing partners of Roberts Wealth Management offices, in Sugar Land, and Biloxi, Miss., respectively. Summer states that each of them were mentored by their dad, Paul, for a year as they shadowed him before starting each office. “There is old world investing and there is new world investing. We all work together to

help each of us stay in new world investing strategies,” says Paul. It is a synergy of experience and passion with the same goal of knowing clients as individuals and keeping their retirements secure. After opening the very successful Houston office, Summer discovered Bay Area Houston was where she really wanted to live and work, all because of a fortuitous wrong turn on her way to Galveston. That led to her finding a home in Clear Lake Shores where she enjoys spending her time outdoors with friends, family, her two shelties, and soon her baby son, expected in the spring. Paul and his wife, Jo Lynn, moved to Bay Area Houston recently to help expand the League City office, and be near both daughters. Roberts Wealth Management hosts educational workshops many times a year. Workshops last about 75 minutes and cover a variety of financial topics towards the goal of getting your financial house in order. Roberts Wealth Management limits their client base to maintain their individualized level of service. Free consultations are offered by appointment for individuals of $250K net worth or higher. Roberts Wealth Management has Texas offices in League City, Houston, and Sugar Land, and Biloxi, Miss. They are a fee-based money management company of serious fiduciaries. www. 3027 Marina Bay Drive, Suite 240, League City, Texas 77573; 281.549.6515. Legal Disclaimer Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Advisor. Insurance and annuity products are sold separately through Summer Roberts & Paul E Roberts Jr. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America.

3-Step Financial Review Step 1 The first step is a review of your tax return to determine what your current tax situation is to identify things like phantom income taxation, uncovering incorrect use of taxable and tax-deferred strategies and discovering missed opportunities for offsetting gains and losses. Our 3 Step Review can help you implement the correct strategy to lower or eliminate your taxes and find the money falling through the cracks now and in your future.

Step 2 The second step is an income analysis to determine if you are using your income sources properly and in the most tax efficient method. With the ever-increasing cost of inflation, we find out if you have adequate income to meet your future needs. Your actual inflation rate may be different than the government quoted inflation rate as your rate is based specifically on what you spend your money on.

Step 3 The third step is a risk analysis to make sure your investment risk exposure is one you are comfortable with and is in line with your investment allocation strategies. Research shows that people make poor decisions and receive low rates or incur losses because they have more risk than they are comfortable with. A simple set of questions will help you avoid losses you are not prepared to handle. JANUARY 2015 | Bay Area Houston Magazine


Bay Area Houston Magazine January 2015  

It's a new year and a time for new retirement and financial strategies. Roberts Wealth Management can provide expert advice and tactics for...

Bay Area Houston Magazine January 2015  

It's a new year and a time for new retirement and financial strategies. Roberts Wealth Management can provide expert advice and tactics for...