Financial Planning & Wealth Management in Houston, Texas
Houston is one of the most dynamic economic hubs in the country—and your financial strategy should be just as strong. At The Consortium, we offer personalized financial planning, wealth management, and business solutions for individuals, families, and entrepreneurs across the Greater Houston area.
Why Houston Clients Trust The Consortium
Local Expertise. Fiduciary Guidance.
From the Energy Corridor to Midtown, Houston’s financial landscape is as diverse as its residents. Whether you’re a medical professional in the Texas Medical Center, a tech entrepreneur, or a retiree in The Woodlands, we create strategies tailored to your goals, lifestyle, and legacy.
In-Person & Virtual Planning Throughout Houston
We provide flexible consultation options to serve clients across Houston—from Sugar Land and Katy to Spring and Downtown—giving you access to expert planning wherever you are.
Houston’s Financial Climate: Opportunity & Responsibility
As the fourth-largest U.S. city, Houston continues to lead in energy, medicine, real estate, and innovation. With a strong job market and no state income tax, it’s an ideal place to grow—but navigating volatile property costs, rising inflation, and business regulation still requires a strategic plan.
Future
Our Financial Services in Houston, TX
Wealth Management for High-Income Houstonians
We help you grow and protect your assets with custom portfolios, estate coordination, and tax-smart investing—all backed by a fiduciary-first approach.
Retirement Planning for Houston Professionals
Get retirement-ready with a plan that covers income generation, tax efficiency, and risk management. Whether you’re planning early or catching up, we tailor every step to Houston’s unique cost of living and lifestyle expectations.
Tax Planning for Individuals & Business Owners
With no state income tax and high property taxes, Houston presents unique planning opportunities. We help you reduce federal liabilities and optimize deductions for your household or business.
Business Financial Solutions in Houston
We support entrepreneurs, medical groups, contractors, and real estate investors across Houston with strategic planning, employee benefits, and succession strategies to scale and safeguard their operations.
Special Needs Planning in Houston, TX
Our experienced team works with families in the Houston area to create comprehensive plans that preserve public benefits, fund long-term care, and support dependents well into adulthood.
Estate & Legacy Planning in Texas
We work with Houston families to secure long-term wealth transfer through wills, trusts, charitable giving, and tax-efficient estate planning. Whether you want to avoid probate or pass down assets responsibly, our plans are built with Texas law and your family legacy in mind.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Houston Financial Planning FAQs
Is The Consortium based in Houston, Texas?
We offer comprehensive financial services to clients across the Houston metro area through both virtual consultations and local partnerships.
How does Texas’s lack of state income tax affect my planning?
Texas residents benefit from no state income tax, but face higher property taxes and sales tax. Our planning helps you balance those factors for long-term financial health.
Do you offer estate planning in Texas?
Yes. We create custom estate plans, including wills and trusts, that comply with Texas law and help avoid probate while protecting your legacy and beneficiaries.
Can you help Houston business owners with tax strategy?
Absolutely. We serve Houston entrepreneurs with business tax planning, entity structuring, and succession strategies tailored to Texas regulations.
Do you work with oil & gas professionals or healthcare providers?
Yes. We frequently help Houston clients in energy, medicine, law, and real estate optimize retirement, tax, and investment strategies.
Can I start with a free consultation?
Yes. You can schedule a free discovery call to assess your needs and learn how our planning process can help you reach your goals.
info@consortiumadvice.com
Business Hours
Monday - Friday 9am - 5 pm