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    Discover many of the opportunities available to help you plan for your financial future.
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    High Net Worth Individuals and Families

    Our high net worth wealth management services represent our most comprehensive service offering.

    Roberts Wealth Management works side-by-side with high net worth clients to understand their financial goals and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management strategy for achieving enduring value, and ultimately, a unique and meaningful financial legacy.

    We work closely with respected professionals to protect your wealth from taxes and ensure that it’s used to meet your goals.

    Our high net worth service provides specialized resources in complex issues affecting our largest clients, including:

    Wealth never comes easily. At Roberts Wealth Management, we know what it's worth to you and work diligently to preserve and grow your wealth...because you and your family deserve better.

    Our simple no-obligation 3-Step Review is an effective way for us to get together and begin a discussion that will introduce some alternative solutions that can meet your financial needs.

    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at retire@robertswealth.com or call us at 281-277-0645 today!

    Retirement Kit

    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.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of April Roberts or Roberts Wealth Management is stated or implied.

    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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