TSA Wealth Management team in conference room with Houston skyline

Fee-Only Fiduciary Wealth Management

Your Retirement,
Our Priority.

Personalized retirement planning and investment management for Houston families — from advisors who put your interests first.

$350M+

Assets Under Management

260+

Clients Represented

Fee-Only

Fiduciary, Always

SEC Registered

Investment Advisor

Client and asset figures as reported on most recent Form CRS/ADVs.

Retirement Financial Planning

How much can you spend? We dive deep into your assets, income, and risk preferences to build a personalized, strategic plan.

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Long-Term Investment Management

Investing for retirement is a marathon. We design academically sound, suitable allocations to protect and grow your wealth.

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Estate Planning

The right documents, language, account types, and beneficiaries — reviewed continually as your life evolves.

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Tax Planning

Proactive, year-round tax strategy integrated with your investments and retirement plan.

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How It Works

1

Schedule a free review

A no-pressure conversation about your retirement goals.

2

Get your personalized plan

A clear roadmap for spending, investing, and legacy.

3

Enjoy ongoing guidance

We monitor, rebalance, and adjust as life happens.

Common questions

Are you a fiduciary?

Yes. As a fiduciary, we are legally bound to act in your best interest at all times.

How do you charge?

A transparent asset-management fee with no commissions, retainers, or hidden planning fees.

Where are my accounts held?

At Charles Schwab, with professional-grade reporting and online access.

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Start enjoying your retirement today.

Schedule a Free Retirement Review
Wealth of Optimism by Jon Swanburg

Latest Insights

Market commentary and retirement thinking from Jon Swanburg.

October 30, 2026

Predicting the Future

Five charts on why the election shouldn’t change how you invest

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October 23, 2026

AI Makes Us Better at Our Jobs

AI hasn’t replaced humans, but it has made us more efficient.

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October 16, 2026

Which Risks Are You Willing to Be Wrong About?

Before my grandfather died in the early 1980s, he told my grandmother to invest 100% of their savings in short-term CDs, and…

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Ready to Plan Your Retirement with Confidence?

Schedule a free, no-pressure retirement review with a fee-only fiduciary advisor.

Schedule a Free Retirement Review