Roberts Wealth Management of Texas

Roberts Wealth Management of Texas Roberts Wealth Management... Helping families THRIVE in retirement. Our focus is to help you create a retirement plan that will weather any storm.

At Roberts Wealth Management, we understand that retirees face many important decisions that can potentially affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with simi

lar concerns, we are in an advantageous position to approach such challenges with experience and skill. Many times, individuals don't have a process to filter out myths and misconceptions and help them find out the must know, critical facts to make logical decisions for their future. Do you know what questions to ask? Have you quantified hidden fees and taxes? Have you made decisions based on myths, misconceptions, opinions, or missing facts? Call us TODAY to see if you qualify for our 3 Step Review...

01/08/2024

Hold on tight cuz this train is starting full speed ahead πŸš† in 2024….. Impact Partners Financial has been hard at work the last couple of years to help as many families as possible !! WE ARE BEYOND EXCITED!!!! πŸ™ŒπŸ»πŸŽ‰πŸ€©πŸ™πŸ» whether you are already retired or just planning retirement, WE CAN HELP!

UPCOMING ADVENTURES:
** πŸ“–β€œRetire with Impact!” book launch coming this February (date tba)
** πŸ“Ί Retire Right TV Show aired THIS SATURDAY on NBC/KPRC @ 6:30pm…. set your DVR for next Saturday!! KPRC2 / Click2Houston
** 🌟 Texas Wealth Report TV Show set to air in March! Details tba.
** πŸ₯© 🍽️ β€œImpact Your Retirement!” dinner seminars scheduled throughout the Houston metro area monthly Fogo de ChΓ£o Brazilian Steakhouse, Opus Bistro and Steakhouse & Killen's Steakhouse!

** πŸ’°β€œTax Strategies” & β€œSocial Security Optimization” workshops scheduled South Shore Harbour Hotel & Resort and coming soon to Pearland, Texas!
** 🏫 last, but certainly not least…. Incredibly excited to serve our Pearland area clients more conveniently by opening a new office location in the heart of Pearland!!!! πŸ™ŒπŸ»πŸ™ŒπŸ»πŸŽ‰ Details coming soon!

Buckle up Houston….. the Impact Train is going full throttle! Stay up to date by viewing our website (www.impactpartnersfinancial), follow us on Facebook, Instagram or X (Twitter). Many more details are coming…..

In case you haven't heard...πŸ“‘πŸŽŠ Roberts Wealth Management of Texas is Now Impact Partners Financial !!! 🀩 πŸ₯³ Begin your jo...
04/19/2022

In case you haven't heard...πŸ“‘πŸŽŠ Roberts Wealth Management of Texas is Now Impact Partners Financial !!!

🀩 πŸ₯³ Begin your journey to Worry-Free Retirement Living by meeting with us today πŸ‘‰ https://impactpartnersfinancial.com/

We had a BLAST today teaming up with Allegiance Bank at the Marc Vandermeer πŸŒπŸ»β€β™‚οΈGolf Classic πŸŒπŸΌβ€β™€οΈ presented by Insperi...
04/12/2022

We had a BLAST today teaming up with Allegiance Bank at the Marc Vandermeer πŸŒπŸ»β€β™‚οΈGolf Classic πŸŒπŸΌβ€β™€οΈ presented by Insperity and S & H Manufacturing Company benefiting Junior Achievement of Southeast Texas!! The day started with an impeccable performance of The Star Spangled Banner by Kemah’s own Kelly Williams, from The Kelly Williams Show, and ended with a reception celebrating the tournament winners and, most importantly, the IMPACT❕ Junior Achievement has made (& continues to make) over the years!

Junior Achievement is an amazing organization that IMPACTS❕the lives of so many students nationwide. Their proven educational programs promote financial capability, work and career readiness, AND business ownership. Their partnership is one we hold near and dear to our hearts! β™₯️
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β€’
β€’

LAST DAY TO VOTE!! πŸ€— 🌟 Cast your ballots for us to win Houston Chronicle's BEST OF THE BEST this year in (2) categories!...
04/11/2022

LAST DAY TO VOTE!! πŸ€— 🌟 Cast your ballots for us to win Houston Chronicle's BEST OF THE BEST this year in (2) categories!! VOTE! VOTE! VOTE! Up to (10) times!!⚑️
πŸ—³βœ¨πŸ€—
Vote Here πŸ‘‰πŸ» https://www.chron.com/best/ #/gallery?group=408478

🌟 Vote "Summer Roberts (Roberts Wealth Management)" as BEST 'Financial Advisor'

and

🌟 Vote/Nominate "Impact! Partners Financial" as BEST 'Financial Planning / Investment Services'

βœ… βœ… βœ… βœ… βœ…

If we've made an Impact! in your life/finances or retirement planning... we would love to have your vote to be recognized as Houston Chronicle's BEST OF THE BEST for (2) categories! πŸ—³βœ¨πŸ€—

Vote Here πŸ‘‰πŸ» https://www.chron.com/best/ #/gallery?group=408478

🌟 Vote "Summer Roberts (Roberts Wealth Management)" as BEST 'Financial Advisor'

and

🌟 Vote/Nominate "Impact! Partners Financial" as BEST 'Financial Planning / Investment Services'

Your vote means everything to us!!! πŸ’—
βœ… VOTE up to 10xs!!!!
πŸ•› DEADLINE - April 11th

If we've made an Impact! in your life/finances or retirement planning... we would love to have your vote to be recognize...
04/06/2022

If we've made an Impact! in your life/finances or retirement planning... we would love to have your vote to be recognized as Houston Chronicle's BEST OF THE BEST for (2) categories! πŸ—³βœ¨πŸ€—

Vote Here πŸ‘‰πŸ» https://www.chron.com/best/ #/gallery?group=408478

🌟 Vote "Summer Roberts (Roberts Wealth Management)" as BEST 'Financial Advisor'
and
🌟 Vote/Nominate "Impact! Partners Financial" as BEST 'Financial Planning / Investment Services'

Your vote means everything to us!!! πŸ’—
βœ… VOTE up to 10xs!!!!
πŸ•› DEADLINE - April 11th

If we've made an Impact! in your life/finances or retirement planning... we would love to have your vote to be recognized as Houston Chronicle's BEST OF THE BEST for (2) categories! πŸ—³βœ¨πŸ€—

Vote Here πŸ‘‰πŸ» https://www.chron.com/best/ #/gallery?group=408478

🌟 Vote "Summer Roberts (Roberts Wealth Management)" as BEST 'Financial Advisor'

and

🌟 Vote/Nominate "Impact! Partners Financial" as BEST 'Financial Planning / Investment Services'

Your vote means everything to us!!! πŸ’—
βœ… VOTE up to 10xs!!!!
πŸ•› DEADLINE - April 11th

03/30/2022

How you think & feel impacts your financial decisions

If you haven't yet πŸ€—... make sure to like πŸ‘, follow βœ… & share ➑️ our new page Impact Partners Financial !!! ✨
03/28/2022

If you haven't yet πŸ€—... make sure to like πŸ‘, follow βœ… & share ➑️ our new page Impact Partners Financial !!! ✨

Today is the big day!! πŸ₯³πŸ€© Whooo hoo!! The team has been up and at em’ since 6am to prepare for a Fun, Surprise filled an...
03/26/2022

Today is the big day!! πŸ₯³πŸ€© Whooo hoo!! The team has been up and at em’ since 6am to prepare for a Fun, Surprise filled and Impactful Kickoff Event for our clients! Our A-Team is dedicated to every detail that Impacts our clients from every angle!

We’re so excited to see all of your beautiful faces this morning! Let’s goooooo!!! πŸˆβœ¨πŸ’«

03/23/2022

These tips can help you make smarter financial choices

Address

3027 Marina Bay Drive Ste 100
League City, TX
77573

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 3pm

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