wealth management houston
  • Request a no-obligation meeting today with Roberts Wealth to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Contact us Today! 281-277-0645
    Discover many of the opportunities available to help you plan for your financial future.
    At Roberts Wealth Management, we can help you determine a strategy appropriate for your financial situation.
    Home » Financial Services

    Our Services


    Roberts Wealth Management offers a wide range of solutions based on your individual needs. We believe ongoing relationships are key to accomplishing long-term financial goals.

    Financial goals vary by individual, depending upon personal situations, family dynamics and life stages. Some objectives are more universal, such as creating and preserving wealth or reducing tax burdens. Others have more specific focuses, such as providing for a child’s education, establishing a charitable legacy or maximizing wealth transfer.

    What never wavers, however, is our relentless dedication to developing strategies designed to help you work towards your objectives.

    As a financial services firm, we help provide guidance on all areas of your financial life. In addition, we coordinate with your other professionals (CPAs, attorneys, insurance agents, etc.) to help ensure your total financial strategy will position you to work towards your life goals.

    Our simple, no-obligation 3-Step Review can help you develop a financial plan that matches up with your goals for today and your future.

    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.
    » Calendar of Events

    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.

    AW03171945