Your life in focus.
Financial planning
here in Katy.
From a changing career to the years after work, your financial choices should connect with the life you want. Our Katy office helps you discuss retirement income, investments, protection, and family priorities together.
One financial life.
A connected approach.
A retirement date is only one part of the picture. For households in Katy and West Houston, questions about work, savings, income, and loved ones can arrive together. Meet with our team on Cobia Drive to organize those questions and explore your next steps.
Retirement income planning
Bring your retirement date, spending priorities, savings, and income sources into one conversation. Explore how the pieces could work together before making individual decisions.
Investment & wealth management
Discuss your goals, investment time horizon, comfort with risk, and access to savings. Consider a portfolio in the context of your wider financial picture.
Social Security planning
Review your benefit estimates and the questions behind a claiming decision. Consider work plans, household income needs, and family circumstances together.
Insurance & care planning
Review existing coverage and discuss how potential care costs or changes in health could affect your plan. Compare the actual features, costs, and limits of coverage.
Estate & family legacy coordination
Organize financial priorities, beneficiary choices, and wishes for loved ones. Coordinate the financial conversation with your estate attorney and tax professional.
Medicare conversations
Organize questions about enrollment timing, coverage choices, doctors, and prescriptions. Explore how healthcare decisions connect with your retirement priorities.
Planning topics and services depend on your circumstances and the scope of your relationship. Investment decisions involve risk. Legal and tax questions should be reviewed with appropriately qualified professionals.
A clear conversation.
A thoughtful next step.
You should understand what you are discussing, why a decision matters, and what comes next. Our planning process begins with your priorities and develops from the information you share.
Start with your life.
Tell us about the people, goals, responsibilities, and questions that brought you here. Discuss your existing resources and what you would like a financial relationship to help you address.
Consider the connections.
Explore the relationship between your retirement timing, income needs, investments, and protection priorities. Talk through choices and tradeoffs, including costs, risks, and questions that need more information.
Agree on the next steps.
If you decide to move forward, clarify the scope of services, responsibilities, and communication. Put agreed steps into place and establish how your financial priorities will be reviewed over time.
Your plan starts
with what matters.
Your household may be balancing workplace retirement accounts, a spouse’s plans, support for family, and the income you will need later. A useful conversation begins with those priorities and the choices you want to understand.
At our Katy office, bring the questions you have today. You may want to review an existing strategy, think through leaving work, or understand how different accounts fit together. We can discuss the information needed and what a planning relationship could involve.
- Your retirement timeline and the life you want to support
- Income needs, existing accounts, and household priorities
- Questions about risk, healthcare, or providing for loved ones
- The services, fees, and expectations you want to understand
Local conversations.
A personal welcome.
Roberts Wealth Management440 Cobia Drive, Suite 2001
Katy, TX 77494
Office hours: Monday–Friday, 9:00 AM–5:00 PM.
Please call before visiting to confirm your appointment.
Questions about arriving at the office? Call 832-981-7000 and our team can help with the details.
Our Cobia Drive office welcomes people from Katy and nearby West Houston communities, including Cinco Ranch, Fulshear, Richmond, and the Energy Corridor. Explore our other Texas locations in Sugar Land and The Woodlands if one is more convenient for you.
A few things
you may want to know.
Start with these practical questions about visiting the office and beginning a financial planning conversation. For anything specific to your circumstances, contact our Katy team.
Where is the Katy office?
The Roberts Wealth Management Katy office is at 440 Cobia Drive, Suite 2001, Katy, TX 77494. Call 832-981-7000 before visiting to confirm your appointment and ask about finding the office.
Do you work with people in Cinco Ranch and Fulshear?
Our Katy location welcomes planning conversations with people in Katy and nearby West Houston communities, including Cinco Ranch, Fulshear, Richmond, and the Energy Corridor. Contact the team to discuss meeting at our Cobia Drive office.
Can you help us plan around different retirement dates?
A planning conversation can consider each person’s intended retirement date, household spending, expected income sources, and healthcare questions. Begin by explaining what each of you wants the next chapter to look like and which decisions feel most important.
What if I have retirement accounts from previous jobs?
Bring an overview of your existing accounts and the questions you have about them. We can discuss how they fit your goals and which options, costs, investment choices, and account features deserve closer review before you make a change.
Can I discuss an existing retirement plan?
Yes. You can bring questions about a current strategy, changes in spending, investments, family needs, or retirement income. The conversation can help identify what you want to understand and which information should be reviewed.
How do I learn about services, fees, and expectations?
Ask the team to explain the proposed services, the fees you would pay, potential conflicts, and how the relationship would work. RWM Capital’s Form CRS and Form ADV provide additional information to review before making a decision.
How do I schedule a Katy appointment?
Call 832-981-7000 or submit a request through our contact page. Mention the Katy office and briefly describe the questions you want to discuss. The team can coordinate a meeting and explain what to prepare.
Your next chapter.
A conversation starts here.
Tell us what matters to you. We’ll begin there.
