Plains Wealth Management

Plains Wealth Management Whether investing to build wealth, protect your family, or preserve assets, our focus is you.

Plains Wealth Management provides comprehensive unbiased financial advice to our clients. Whether you are investing to build wealth, protect your family, or preserve your assets - our service is focused on your interests & long-term goals. WHAT TO EXPECT:

Our process begins with a complimentary initial meeting where we introduce our practice and services to you and gain a better understanding

of your current financial situation, goals and concerns. We provide you with a list of documents to bring that will assist us in gaining a better understanding of your unique situation. After learning more about you and your goals, we arrange for a second meeting where we will present you with an assessment of your current financial health and how we can help you plan for your financial future. We will then begin to build a tax-smart plan for your financial success. Our comprehensive financial planning services include risk assessment, retirement planning, estate planning, tax planning, education planning and cash management. We believe that for your financial plan to be successful and stay relevant, we must stay current on your situation and life changes. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by any Bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc., Plains State Bank, Plains Wealth Management, and Core+ Financial Strategies are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
12/10/2025

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

Want a retirement that's longer, healthier and happier? Check out these 10 professionals who can help make it happen.
12/08/2025

Want a retirement that's longer, healthier and happier? Check out these 10 professionals who can help make it happen.

raymondjames.com

Markets brace as Fed likely holds rates in Dec; inflation and data gaps dominate—easing still on 2026 horizon.
12/05/2025

Markets brace as Fed likely holds rates in Dec; inflation and data gaps dominate—easing still on 2026 horizon.

transamerica.com

Fraud is rising—equip clients with strategies to spot scams, secure data, and protect wealth in a digital world
12/04/2025

Fraud is rising—equip clients with strategies to spot scams, secure data, and protect wealth in a digital world

sharefile.com

Here's to good food, great company and meaningful moments. Happy Thanksgiving!
11/27/2025

Here's to good food, great company and meaningful moments. Happy Thanksgiving!

Curious how the Federal Reserve shapes our economy? From setting interest rates to keeping banks safe, the Fed plays a k...
11/24/2025

Curious how the Federal Reserve shapes our economy? From setting interest rates to keeping banks safe, the Fed plays a key role in your financial world. Learn more about what the Fed does and why it matters.

invesco.com

Donating appreciated stock has benefits for you and your favorite charities. Learn how it works:
11/21/2025

Donating appreciated stock has benefits for you and your favorite charities. Learn how it works:

raymondjames.com

Aging independently: As more people approach the future as solo acts, how can planning ensure they make the most of it?
11/21/2025

Aging independently: As more people approach the future as solo acts, how can planning ensure they make the most of it?

raymondjames.com

Choosing the right business structure—sole prop, partnership, or corp—impacts your success. Know the pros/cons.
11/19/2025

Choosing the right business structure—sole prop, partnership, or corp—impacts your success. Know the pros/cons.

bfldr.com

The stock market had a bumpy previous week, with mega-cap tech seeing a pullback in momentum that was amplified by a sha...
11/17/2025

The stock market had a bumpy previous week, with mega-cap tech seeing a pullback in momentum that was amplified by a sharp decrease in expectations for another rate cut at the December FOMC meeting.

Read more in the Morning Brew.

amazonaws.com

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. Th...
11/17/2025

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. That invites more nuance and more negotiation into planning for a successful future:

raymondjames.com

Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can h...
11/12/2025

Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can help you navigate your options and make informed decisions.

raymondjames.com

Address

6019 Schuler Street
Houston, TX
77007

Opening Hours

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

Telephone

+12818883433

Website

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