Devji Family Office

Devji Family Office Securities offered through Kestra Investment services, LLC (Kestra IS). Devji Wealth Management is a member firm of PartnersFinancial.

Member FINRA http://www.finra.org/"ww.finra.org/SIPC

Investment advisory serivices offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Devji Wealth Managemen

t is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS are not affiliated with PartnersFinancial.

Had a great time teaching my course, “The Changing World of Retirement Planning,” at Houston Community College a few wee...
04/08/2026

Had a great time teaching my course, “The Changing World of Retirement Planning,” at Houston Community College a few weeks ago.

What stood out most wasn’t just the strategies—it was the conversations.

More and more people are recognizing that the traditional approach to retirement no longer fits today’s realities, and they’re actively seeking clarity on what comes next.

The course was fully packed, which says a lot about how important this topic has become.

We explored a wide range of areas, including tax rate risk, Social Security planning, creating more predictable retirement income, Required Minimum Distributions (RMDs), estate planning, and more.

Grateful for the opportunity to share, connect, and contribute some perspective to a topic that impacts so many families.

Looking forward to continuing the conversation.

02/05/2026

With the new year underway and tax season approaching, this is an important time to align on priorities, planning opportunities, and next steps.

Let's take a minute to work through how business owners can:
✔️ Build real, lasting wealth
✔️ Keep more of what they earn
✔️ Apply smarter, more connected tax and financial strategies

When advisors, specialists, and business owners collaborate openly, better strategies take shape and momentum follows.

Schedule a call to get started today!

Strategic Associates is a Risk Mitigation firm focused primarily on the education and implementation of various tax code...
12/27/2024

Strategic Associates is a Risk Mitigation firm focused primarily on the education and implementation of various tax code strategies, including tax code 831(b), Captive, and Private Re-Insurance.

Roger Roundy takes you through these strategies and more during the Risk Mitigation for Business Owners Replay.

Access your download at https://devjiwealtmanag.oureliteexperience.com/RMBR0001

Are you a business owner with a brick-and-mortar location? Then you qualify for a complimentary savings review!With the ...
12/24/2024

Are you a business owner with a brick-and-mortar location? Then you qualify for a complimentary savings review!

With the right cost-reduction strategy in place, you can reduce your bills and generate free money at the same time.

Learn more during Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies. Click here to watch the webinar replay https://devjiwealtmanag.oureliteexperience.com/RCBR0001

We partnered with Steve DeTray, expert on exiting, to host Plan Better For the Exit of Your Business.Don't miss this opp...
12/19/2024

We partnered with Steve DeTray, expert on exiting, to host Plan Better For the Exit of Your Business.

Don't miss this opportunity to gain a competitive edge in the financial services market and secure the best outcome for your business during the educational video, Plan Better For the Exit of Your Business. Gain access at https://devjiwealtmanag.oureliteexperience.com/PBER0001

Address

245 Commerce Green Boulevard, Suite 130
Sugar Land, TX
77478

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 4pm

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