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    Why We Are Different

    Roberts Wealth Management is a multi-generation, family owned business that places a high value on relationships. We believe every family is different and has their own financial goals. We believe that relationships can only thrive when values match. We built our business on the principles of building strong relationships and getting to know your unique needs so that we'll be able to care for you and your family.

    As our client, your best interest is our only priority. We take the time to understand your specific circumstances. We recognize you have strived to earn and retain your assets; therefore, our first objective is "capital preservation." That’s why we seek out investment management firms for you that share our philosophy.

    We are professional fiduciaries, and our primary focus is wealth management. By limiting the number of clients we serve, we’re able to provide personalized, “boutique” services that lead to lasting client relationships.

    "The bottom line is that we're into planning, not predictions."

    -Paul E. Roberts, Jr.,
    Founder & Managing Partner

    Personal, Tailored Service

    You won't see any cookie cutter plans here. You will never be routed to a call center. You can take comfort in knowing that you won't be inundated with sales pitches or pressured to buy products you don't need. Investment decisions that vitally affect your economic security are far too important to be ignored or left to anyone whose primary responsibility is not to you and your loved ones.

    Let's Start the Conversation

    We care about you, your family, and your friendship. We know you have a choice. We believe our clients agree when we say that we simplify wealth and build relationships spanning generations. We believe that you will, too.

    We look forward to meeting you.

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    Enter your information below to request this kit, including three separate guides that address several retirement topics.

  • Who We Are / Our Focus
    meet april roberts
    April RobertsWe help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Learn More About Us
    what we do
    houston wealth management Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
    Learn how we can help
    Upcoming Events
    wealth management seminars View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC. AEWM and Roberts Wealth Management are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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