Hartzell Wealth Management of Raymond James

Hartzell Wealth Management of Raymond James A personalized approach to managing wealth. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.

Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to help make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a

positive difference in the pursuit of your financial goals.

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Bryan B. Hartzell
Senior Vice President, Wealth Management

Jake C. Hartzell
Financial Planning Consultant

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/24/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/23/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
06/22/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!
06/21/2026

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!

For business owners, stepping away from your business and entering retirement can be a significant shift.After years of ...
06/19/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.
After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
https://www.raymondjamesconnect.com/a2lqM9

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to...
06/18/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

raymondjames.com

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
06/12/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

raymondjames.com

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/11/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural for...
06/09/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/08/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

Address

15375 Memorial Drive, Ste 350
Houston, TX
77079

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 11pm
Sunday 8am - 11pm

Telephone

+12816793948

Website

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