Hello.
We welcome the opportunity to learn about your financial goals and discuss how we may help you work toward them. Contact us to schedule an initial conversation.
Houston office address:
3355 W Alabama Street,
Suite 660
Houston, TX 77098
Phone number:
Send us a message.
Frequently asked questions.
What makes Weave Wealth Partners different from other financial advisors?
Our approach focuses on coordinated financial planning that considers multiple aspects of your financial picture. With over 35 years of combined experience, our team works to integrate investment management, tax considerations, and estate planning* while collaborating with your other professional advisors.
What is your investment approach?
We follow an evidence-based investment approach that focuses on broad diversification, cost efficiency, and alignment with your specific objectives and risk considerations. Each portfolio is designed to help work toward your individual financial goals.
Do you have a minimum account size?
While we don’t maintain strict minimums, our services are typically most suitable for clients seeking comprehensive financial planning and investment management. We’re happy to discuss your specific situation.
How do you charge for your services?
Our cost structure varies based on the services provided. We offer transparency regarding all costs, which we discuss in detail during our initial conversations.
How often do you meet with clients?
We maintain regular communication with clients through scheduled strategy meetings, which can be conducted in person or virtually. The frequency of meetings is tailored to each client’s preferences and needs.
