Roberts Wealth Management

Financial Advising | Sugar Land, TX

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Free Retirement Income Appointment

Call today at 281.277.0645 to see if we are a good fit for your needs and schedule your complimentary first appointment.

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about this business

Roberts Wealth Management is a multi-generation, family-owned business that places a high value on relationships. We are an investment planning firm of independent financial advisors who don’t believe in the typical sales tools used by many companies today.

We built our business on the principles of creating strong relationships and getting to know your unique needs so we'll be able to help care for you and your family. We take our fiduciary standard seriously, which means that we will always act in the best interest of our clients.

We create a team oriented, relaxed environment to have a meaningful conversation with families about what matters most:
* Taking control of their finances and future
* Living a secure, comfortable life
* Pursuing financial security and independence

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." While investing involves risk, and no strategy can alway guarantee a profit or protect against a loss, we want to help create a strategy designed for various markets.

additional information

Hours of Operation

  • monday 8:30am - 5:30pm
  • tuesday 8:30am - 5:30pm
  • wednesday 8:30am - 5:30pm
  • thursday 8:30am - 5:30pm
  • friday 8:30am - 4:00pm

Services

  • 401k & Rollovers
  • Annuities
  • High Net-Worth Wealth Management
  • Investment Planning
  • Life Insurance
  • Retirement Income Planning
  • Tax & Estate Planning
  • Trusts & Probates

Awards/Recognitions

You can find April on the following TV shows and channels:
* Retirement Now with April Roberts comes on KTRK ABC 13 every Saturday at 5:00 am and Sunday at 4:30 am
* Great Day Houston: Featured Financial Advisor, KHOU CBS 11

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Roberts Wealth Management location & information

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1650 Highway 6, Suite 250
Sugar Land, TX 77478
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