Tiras Wealth Management

Tiras Wealth Management Tiras Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC

**Areas of Focus**

Wealth Preservation Strategies
Executive Compensation and Benefit Strategies
Tax Planning Strategies
Small Business
Retirement Planning Strategies
Retirement Income Strategies
Retirement Plan Distribution
Charitable Giving
Estate Planning Strategies
Investment Management
Investments
Family Finances

**Our Advisors**

Scott Tiras, CFP®, MBA, CPA
Private Wealth Advisor, President


www.tiraswealth.com
AR Insurance #1142206
CA Insurance

Crystal Garrett, CFP®, APMA®
Financial Advisor, Senior Vice President
www.tiraswealth.com
CA Insurance


Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

The Importance of Being Organized: A Founder’s Guide to Maintaining Your Financial RecordsOne thing we’ve learned over t...
06/03/2026

The Importance of Being Organized: A Founder’s Guide to Maintaining Your Financial Records

One thing we’ve learned over the years is that being organized isn’t just about keeping things tidy; it’s about making life easier for yourself and the people you care about.

When an unexpected situation arises, important documents are needed, or a loved one has to step in and help, having your financial records organized can make all the difference.

That’s why we recently shared a new resource on our website: "The Importance of Being Organized: A Founder’s Guide to Maintaining Your Financial Records", featuring insights inspired by Scott’s perspective after decades of working with families through life’s biggest transitions.

The article covers what records to keep, what can be discarded, how long documents should be retained, and practical ways to create a system that works for you.

Read it now on our Resources page: https://bit.ly/3Q2eLFF

Happy Birthday to Carson Waters! 🎉Today is a special birthday around here because it also happens to be Carson’s first w...
06/02/2026

Happy Birthday to Carson Waters! 🎉

Today is a special birthday around here because it also happens to be Carson’s first week as an official member of the Tiras Wealth Management team.

Last summer, Carson joined us as an intern and quickly made an impression with his positive attitude, willingness to learn, and the kind of easygoing personality that makes him a pleasure to be around. He always seemed to have a smile on his face and was eager to jump in wherever he could help.

Now, after graduating from The University of Texas, we’re excited to welcome him back as a Client Service Coordinator. It’s been fun watching him come full circle, and we couldn’t be happier to have him officially join the team!

Carson, we hope you have a fantastic birthday and a great first week. We’re excited for everything ahead!

Hook ’em, and Happy Birthday! 🤘

Happy  !Last week, our team had our “Garden Party” Summer Potluck during lunch, and let’s just say… Team Tiras did not d...
05/29/2026

Happy !

Last week, our team had our “Garden Party” Summer Potluck during lunch, and let’s just say… Team Tiras did not disappoint.

Between the peach and burrata salad, pork belly sliders, homemade egg salad, fruit salad, sweet tea, and Brad’s “dump cake” that nobody can stop thinking about, there was serious competition for best dish.

One of the things we love most about these quarterly potlucks is getting to enjoy time together outside of meetings, calls, and busy schedules. We’re a team full of foodies, so naturally these lunches become a pretty big deal around here.

A huge thank you to Mikeala for organizing everything and to the entire team for bringing such amazing dishes (and very full stomachs).

We’re officially ready for summer - now we just need the Houston weather to get the message. 😊

We have some very special work anniversaries to celebrate this month, and each one represents someone who has had a huge...
05/28/2026

We have some very special work anniversaries to celebrate this month, and each one represents someone who has had a huge impact on our team in very different ways.

Cynthia Crump - 3 years with Tiras Wealth Management | 28 years with Ameriprise Financial

There truly isn’t much Cynthia can’t do. She somehow balances being an advisor, COO, team leader, sounding board, and strategist all at once and does it with so much grace and empathy. With nearly three decades in this industry, she brings an incredible understanding of both people and the financial side of this business. She’s thoughtful, steady, and always willing to make time for someone who needs advice, support, or simply someone to listen. We would not be the team we are without her!

Trevor Smith, APMA®️, CRPC®️ - 1 year with Tiras Wealth Management | 6 years with Ameriprise Financial

Trevor is exceptionally talented at what he does and brings such a strong client-first mindset to his work. He’s analytical, insightful, and incredibly thoughtful in the way he approaches planning, but he’s also hilarious and one of those people who makes the office more fun to be in every day.

Tyson Thomas, CFP®️ - 1 year with Tiras Wealth Management

Tyson has become such an integral part of our team in a short amount of time. He’s dependable, witty, naturally curious, and always willing to dig deeper to solve a puzzle or help a client. He brings a level of dedication and consistency that people around him quickly come to rely on.

We are very grateful for all three of you and everything you bring to this team every day!

Today our team “went gray” in honor of National Gray Day and Brain Cancer Awareness Month!This is an awareness effort th...
05/27/2026

Today our team “went gray” in honor of National Gray Day and Brain Cancer Awareness Month!

This is an awareness effort that is especially close to our hearts, and we wanted to take a moment not only to show support, but also to help share resources for those impacted by brain cancer, whether personally, through a loved one, or as a caregiver.

National Gray Day serves as a reminder to honor those we’ve lost, support those currently fighting, and recognize the strength of survivors and families navigating incredibly difficult circumstances.

If you’d like to learn more, support research efforts, or access educational resources, we’re sharing a few organizations below that are doing important work in this space!

American Neurological Association:
https://bit.ly/4fIB7Gv

Voices Against Brain Cancer:
https://bit.ly/4wUq17E

National Brain Tumor Society:
https://bit.ly/4wSuCqP

Thinking of everyone impacted by this disease today. 💛

Over the past several weeks, Crystal had the opportunity to teach an eight-week financial literacy series through Dress ...
05/26/2026

Over the past several weeks, Crystal had the opportunity to teach an eight-week financial literacy series through Dress for Success - covering topics like investing, emotions and money, and long-term financial confidence.

One of the most meaningful parts of the program was watching the women grow more comfortable, curious, and confident with each session. From mock stock market simulations to conversations around financial habits and mindset, the goal was never just to teach information, it was to help these women feel more informed, capable, and in control of their futures.

Financial literacy is something our team believes strongly in because access to knowledge can genuinely change the trajectory of someone’s life. Understanding money creates options, independence, and opportunity, and everyone deserves to feel empowered in those conversations.

We’re so grateful to Dress for Success for the work they do and for the opportunity to be part of such an impactful program. Congratulations to all of the graduates! ❤️

Happy  !This time of year always brings a lot of proud moments, and our team has had plenty to celebrate lately.We’re es...
05/22/2026

Happy !

This time of year always brings a lot of proud moments, and our team has had plenty to celebrate lately.

We’re especially excited for the graduates close to our Tiras Wealth Management family this year, including several impressive high school and college graduates, our year-long intern Isaac, and one “Red Cap” graduate: Mikeala, who earned a 4.0 GPA (which surprises absolutely no one who knows her).

A lot of hard work, discipline, encouragement, and support sit behind milestones like these, and it’s been so special watching these students reach this moment.

One of the best parts of a close-knit team is getting to celebrate life outside the office too: the family milestones, accomplishments, and moments that matter most to the people around us.

Congratulations to all of the graduates and families celebrating this season. We’re cheering all of you on and can’t wait to see what comes next! 🎉

Thank you so much to everyone who joined us for our Post-Tax Shred Day yesterday! These are always a favorite for our te...
05/21/2026

Thank you so much to everyone who joined us for our Post-Tax Shred Day yesterday!

These are always a favorite for our team, not only because they’re such a helpful resource after tax season, but because we get the opportunity to spend time with so many of you in person.

Houston weather definitely likes to keep us on our toes, but the skies cleared just in time and gave us a surprisingly beautiful afternoon with perfect weather to spend time outside together!

We had a wonderful turnout and loved getting to catch up with clients, families, and friends while enjoying the refreshments and good conversation. There is also something so satisfying about watching boxes of old paperwork go through the shred truck on the live monitor. 😊

We hope everyone left feeling just a little more organized heading into the rest of the year!

We’re kicking off a new series highlighting some of our team’s favorite books because one thing about Tiras Wealth Manag...
05/19/2026

We’re kicking off a new series highlighting some of our team’s favorite books because one thing about Tiras Wealth Management: we have a lot of readers.

Our first category is Personal & Behavioral Finance, and a few of these recommendations came directly from our internal Blinkist Book Club!

One of the things our team values most is continuous growth: learning from each other, sharing ideas, and constantly looking for ways to become better advisors, teammates, and people. Our Blinkist group is one small example of that culture in action. Team members regularly exchange book recommendations, insights, and takeaways that spark thoughtful conversations both inside and outside the office.

📖 The Psychology of Money by Morgan Housel
Recommended by Jeremy Eackles
A favorite because it focuses less on formulas and more on behavior: how our emotions, habits, and mindset shape financial decisions over time.

📖 How to Think About Money by Jonathan Clements
Recommended by Emily Fleming
Jonathan Clements has a gift for making personal finance feel approachable, practical, and easy to understand without oversimplifying it. His perspective is thoughtful, grounded, and incredibly accessible.

📖 Rich Dad, Poor Dad by Robert T. Kiyosaki
Recommended by our leadership team
A classic that completely changed the way many people think about money, ownership, and long-term financial independence.

📖 A Wealth of Well-Being by Meir Statman
Recommended by Lauren Dalton
This one takes a more holistic approach to financial well-being and explores the relationship between money, happiness, values, and decision-making; a perspective that aligns closely with how we think about long-term planning and living well.

More recommendations coming soon. 📚

Happy Birthday to Katie Rodriguez! 🎂If you know Katie, you know how much heart she brings into everything she does. She’...
05/18/2026

Happy Birthday to Katie Rodriguez! 🎂

If you know Katie, you know how much heart she brings into everything she does. She’s incredibly thoughtful, deeply knowledgeable, and someone who genuinely loves helping others; whether that’s clients, teammates, friends, or family.

Outside of the office, Katie’s world revolves around the people she loves most. She’s such a proud mom to her two daughters, a devoted wife, an Aggie through and through, and someone who can usually be found cheering on a volleyball game, tending to her garden, or cooking something delicious.

She’s smart, grounded, kind, and such an important part of our team.

Katie, we hope your day is filled with family, laughter, celebration, and a very large cake. 😊

Address

11 Greenway Plaza, Suite 3000
Houston, TX
77046

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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