President
About Us
We are a fiduciary wealth management firm dedicated to helping individuals and families achieve lasting financial confidence. Since 1985, we’ve combined personalized guidance with disciplined strategies to walk alongside our clients through every stage of life.
Our Philosophy
We combine academically grounded investment strategies with a deeply personal approach, crafting portfolios that reflect both your goals and your life.
Our philosophy balances data-driven discipline with long-term relationships, guiding you through every market and milestone with clarity and care.
Our Process
Our process centers on your life, not just your portfolio—anchored by our Income in Stages, Money to Last™ strategy, we help create a financial roadmap that adapts with you.
By combining academic rigor with a personalized, step-by-step approach, we aim to deliver clarity, confidence, and lasting peace of mind through every stage of retirement.
Our Team
Wealth Advisor
Director of First Impressions
Your Retirement, Your Way
Since 1985, we have walked alongside individuals and families to build retirement strategies rooted in their values, goals, and unique life journeys. As a fiduciary, we are committed to putting your best interests first—always. Through our Income in Stages, Money to Last™ process, we’ll design a retirement plan that is not only built to last, but built for you.
Blogs
FAQs
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What is the profile of your typical client?
- We serve a broad-range of clients, however, the majority of our clients are in between the ages of 51-70, preparing for or already in retirement.
- Due to the increased complexity and challenges in today’s financial world, in more recent years we have broadened our services to include financial planning and investment management for younger families.
- We help people from numerous industries, however, have more recently specialized in helping those in telecommunications, airline, and the oil and gas industry.
- While we try our best to serve all clients, our clients typically have a minimum of $250,000 in investable assets. We do make exceptions for family or close friends of current clients, individuals seeking a second opinion or not pleased with their current advisor, or someone facing a major life-style change ie changing jobs, divorce, death, marriage, inheritance., etc.
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I would like to meet with Strategic Advisory Services, L.L.C. to discuss my financial situation. What is my next step?
- We offer an initial meeting with our financial professionals, free of charge. This gives us a chance to meet you and understand your life goals. In turn, we will share with you our life planning process, investment management philosophy, and our client service team approach.
- By exploring and discussing your life goals, it will help us both determine if there is a good match between your needs and our philosophy and services. For more information or to schedule a meeting, please contact our firm at 713-977-3800.
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I have my portfolio at several other investment firms. What advantages are there to discussing and possibly moving my portfolio to Strategic Advisory Services, L.L.C.?
- New clients often come to us with fragmented portfolios comprised of investments made over the years with no real long-term plan in meeting each of their life goals. While these investments seemed to be "a good idea" at the time, no one is watching or coordinating their overall portfolio to see if it truly supports or even coincides with their long-term life objectives. We will develop a written investment plan with you (updated daily) and see which investments are suitable and which are not. We will then help you consolidate these investments to simplify your financial life, so you can have peace of mind knowing that they are being professionally managed, specifically based on all your life goals.
- Another significant benefit is that we consider tax implications, estate implications, and tax efficiency of asset allocation (taxable vs. tax-deferred) as part of your strategy. Focusing on improving returns, reducing risk and helping minimize taxes are all part of the prudent personal financial management offered by our firm.