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.

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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

At Raymond James, we know that peace of mind extends beyond your own financial security. EverSafe®* enables designated f...
09/08/2026

At Raymond James, we know that peace of mind extends beyond your own financial security. EverSafe®* enables designated family members, caregivers or professionals to receive alerts along with you when potential issues arise, adding an extra layer of support for the people you care about. If you'd like to explore ways to help safeguard yourself and your loved ones, I'd be happy to start that conversation.

Raymond James is not affiliated with EverSafe®

Here's to the hard work behind every goal. Happy Labor Day!
09/07/2026

Here's to the hard work behind every goal. Happy Labor Day!

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especiall...
09/04/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

Raymond James is not affiliated with EverSafe®

Put your retirement fund to work by turning it into retirement income. Learn more:
09/03/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

raymondjames.com

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
08/31/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit...
08/28/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
08/21/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/20/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
08/18/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
08/17/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

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

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