Terrapin Advisors

Wells Fargo Advisors, located in Spring, TX, offers a comprehensive range of investment services tailored to individual goals, including retirement planning, estate management, and risk mitigation strategies. With a focus on personalized financial advising, the firm provides access to various products such as IRAs, college savings plans, and insurance solutions to support clients in achieving their financial aspirations. The firm emphasizes a client-first approach, connecting investors with dedicated financial advisors who guide them through market volatility and evolving financial landscapes. By leveraging the expertise of Wells Fargo Investment Institute, clients can navigate opportunities and risks as they plan for their financial futures. Generated from the website

FOCUS Wealth Advisors, founded by Mark A. Frugoni in 2011, is a Houston-based independent financial advisory firm that offers personalized wealth management services to individuals, families, and institutions. With nearly two decades of experience in the investment and financial services industry, Mr. Frugoni leads a team of professionals who provide unbiased advice and tailored solutions, aiming to help clients achieve clarity, simplicity, confidence, and purpose in their financial lives. Committed to delivering focused advice and service, FOCUS Wealth Advisors distinguishes itself from large banks and investment firms, offering a non-biased alternative. Mr. Frugoni, a seasoned wealth advisor and investment strategist, works closely with clients at all levels, leveraging his expertise and extensive education in wealth management, portfolio theory, business finance, and personal financial planning to guide them towards their financial goals.Generated from the website

Pivot Point Advisors was formed in 2004 by Marc Schindler, a seasoned specialist in financial planning and Martin Gremm, a tested portfolio manager, to offer objective and rational investment management to individuals and institutions. Individuals, institutions, and professional investors too often rely on their intuition to make investment decisions. While a select few are very successful with this approach, in most cases those who adhere to a more disciplined approach achieve better long-term investment performance. Based on this observation, Pivot Point Advisors emphasizes rational, data-driven decision-making in all investment portfolios. This ensures that investment decisions are based on measurable facts rather than the latest news story, investor mood, or other typically fleeting influences. We take the same approach in our financial planning practice. Historically, investment performance has been more bumpy than most mathematical models predict. A good estimate of the size of these bumps is especially important for assessing whether a client has saved enough to retire. Most commercial financial planning tools do not fully take these risks into account, so we developed our own that does. This helps us provide an objective assessment of client's finances. We do not recommend any commission-paying financial instruments such as insurance policies, annuities, and certain mutual funds. Commissions could skew our recommendations towards products with higher commission rates. To avoid this conflict of interest, our only compensation comes from the clients. We are a 'fee-only' practice.