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.

------------------------------------------------------------
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

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/01/2026

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

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/26/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/25/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:
05/21/2026

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:

raymondjames.com

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/20/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

raymondjames.com

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement plann...
05/19/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

Equity futures point to a lower opening this morning as mega-cap and tech stocks are poised for a continuation of yester...
05/19/2026

Equity futures point to a lower opening this morning as mega-cap and tech stocks are poised for a continuation of yesterday's weakness.

Read more in the Morning Brew.

amazonaws.com

Equity futures point to a lower opening this morning after stocks retreated from record-highs on Friday, with the major ...
05/18/2026

Equity futures point to a lower opening this morning after stocks retreated from record-highs on Friday, with the major averages finishing mostly lower for the week.

Read more in the Morning Brew.

amazonaws.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

Alerts

Be the first to know and let us send you an email when Hartzell Wealth Management of Raymond James posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hartzell Wealth Management of Raymond James:

Shortcuts

Share

Category