Broker Check

2426 Wordsworth Street, Houston, TX 77030

832-364-4600
Client Login
Your trust. Our expertise.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. 

Our Services

When was the last time you sat down to review your financial picture? Just like a yearly health physical, it is important to ensure your financial position is healthy & aligned to meet your goals. 

Our team is composed of industry experts with decades of combined experience. Whether you are an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise. 

Wealth Management

Portfolio construction and risk management

Learn more

Peak-Career

Wealth-building strategies for professionals

Learn more

Retirement

Your most important financial milestone

Learn more

Estate Strategy

Strategies for every phase of life

Learn more

"Randy, thank you for guiding us with our finances. We are so comfortable with you and appreciate you so much!"

V. Bowman - Client

"Randy’s knowledge of financial markets, individual investment opportunities and estate planning alternatives are excellent.  His ability to listen to and understand the needs of his clients, suggest appropriate investment strategies and ever-present availability are beyond compare." 

Retired corporate executive - Client

"From the very start of our introduction I have always felt you were looking out for all my needs. I always feel very comfortable to call any time no matter how small or large my problem might be, knowing that you will help talk me through to a solution that works for me. Thanks Randall for being a friend and for being my business confidant. ." 


F. Dean -Client

Testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

Learn more
Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

Learn more
Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

Learn more
High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

Learn more

Our Three Step Process

STEP

1

Assess

Review a client's entire financial picture to determine strengths and weaknesses

STEP

2

Strategize

Strategize a plan of action with the client to address any weaknesses in their financial portfolio

STEP

3

Implement

Implement the client's financial plan & have ongoing reviews to ensure needs and goals are met

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Speak with Randall Faulk

Let’s begin the conversation. Submit this form to schedule an initial conversation. 

Thank you!
Oops!