Roberts Wealth Management: A Success Story of Giving and Growing

The Roberts Wealth Management Team.

GIVING BACK TO OUR COMMUNITY
With success comes a responsibility to give back to the community that has supported you. Roberts Wealth Management owners, Paul Roberts and Summer Roberts understand that commitment. They support the Make a Wish Foundation and at Christmas, collect toys from their many clients, then match the toys donated, and give them to Bay Area Turning Point. They also donate to Bay Area Pet Adoptions, a shelter and adoption organization in San Leon.

Summer Roberts

WHAT MAKES US GROW
“The Roberts philosophy is one of consistency and works to our clients benefit”, says Paul. The Roberts Wealth Management office has doubled in growth every year since expanding to their League City location. There are many reasons for this success and one of the most important is the high rate of referrals from clients. There is no better testimonial for a business and because of the number of referrals, Paul and Summer can spend the majority of their time working with their clients instead of trying to recruit new ones. The personal contact with clients and time spent analyzing what is best for each of them makes up the largest portion of their daily routine.

“Our consulting and advice is customized to fit each client’s situation. We are not selling products,” Summer says, “We look at where each family’s needs are and offer our clients positive solutions to secure their financial future.”

Roberts Wealth Management office reception area.

A PROGRESSIVE STRATEGY FOR OUR CLIENTS
Paul and Summer, a true family team, have recently formed the Texas Wealth Authority, a unique concept in client options for answering financial planning questions. For instance, suppose you have a need for very specific advice concerning estate planning; a question about taxes; refinancing your home or whether to buy or lease a car; all fundamental things that come up in everyday life. As a client of Roberts Wealth Management you have specialists at your disposal to give you the best advice that fits your particular situation. This is not a referral group, but actual professionals and authorities in their particular fields that are “on call” to assist the Roberts’ clients with whatever need may arise.

Paul Roberts, Jr.

THE ROBERTS WEALTH MANAGEMENT MESSAGE
Our typical client is your everyday American family who has worked hard over the years to accumulate a nest egg and needs true retirement planning help. Summer says, “A large part of our expertise is centered on 401 k rollovers and in-service rollovers. Whether you are still working (59 ½ or older), retired, or have been laid off, sometimes we can roll that money out of your 401 k plan as a tax free rollover into an IRA where you can be in control of where you put it.”

The options for financial advisors are everywhere. It is an industry with a lot of large national companies that tend to have a “cookie cutter” program for clients. Whether you are dissatisfied with your current financial adviser or looking for a first time advisor to make a more secure future for you and your family, the question arises…..who do I trust to manage my retirement and my family’s financial future? One of Paul’s favorite sayings is “We are a Main Street firm, not a Wall Street firm. We look at what fits the financial needs for local, Bay Area Houston families.”

You can contact the Roberts Wealth Management family team by calling 281-549-6515 or come by the office in League City at 3027 Marina Bay Drive. For more information visit www.RobertsWealthTexas.com.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and annuity products are sold separately through Summer Roberts & Paul E Roberts Jr.