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

Hartzell Wealth Management of Raymond James

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Houston, TX
Hartzell Wealth Management of Raymond James

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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

11/02/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

10/31/2026

Happy Halloween!

10/30/2026

For lives centered on found families, communities and favored causes, estate planning is a way to ensure your wishes and the things you value are honored today and into the future:

raymondjames.com

10/29/2026

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year?

raymondjames.com

10/27/2026

Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and ensure your plan fits your needs.

raymondjames.com

10/26/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

10/23/2026

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questions and resources to help you evaluate your options:

raymondjames.com

10/22/2026

Could you be sharing more than you mean to on social networks? These tips can help keep you safe as you cultivate community online:

raymondjames.com

10/21/2026

Many real estate investors know about 1031 Exchanges. Fewer know about 721 Exchanges. If you're looking to reduce management responsibilities, increase diversification, and potentially defer taxes, a 721 Exchange may be worth exploring. Contact me to learn how it works.

10/19/2026

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to address the other "D" risk – departure – by rewarding loyalty with a retirement bonus.

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

https://www.raymondjames.com/hartzell/contact

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