Portfolio Management & Financial Planning in Katy, TX
Know you’re taking the right steps to achieve financial freedom.
Find your financial footing
Build a plan that fits your life
Make your wealth work for you
Take the first step toward changing your future. Our team of financial planners in Katy, TX can help.
- Do you feel confident knowing that you’re on track for retirement?
- Is your long-term financial plan one-size-fits-all or designed just for you?
- Are you looking for a second opinion on your current investment portfolio?
- Is your financial plan designed to help you leave a legacy?
- Have you struggled to find a financial advisor in Katy you can trust?
- Are you looking for financial guidance on an hourly basis?
We’ll guide you through our portfolio management and financial planning process with the help of our team near Katy, TX.
Our goal is to help you achieve financial clarity—so you can focus less on your finances and more on living your life.
Custom Financial Planning
We take the time to get to know you, your goals, and your values—then create a plan that reflects your life, not someone else’s.
Trustworthy & Unbiased Advice
As fiduciary advisors, we’re legally and ethically committed to putting your interests first. No commissions. No hidden agendas. Just clear advice.
Simple & Transparent Fees
We offer a straightforward fee structure—either based on assets under management or hourly advice—so you always know what you’re paying and why.
If you’re looking for a financial advisor in Katy, TX our team is here to help.
At Concenture, we serve people from all walks of life who are ready to get serious about their financial future. Whether you’re planning for retirement, managing new wealth, or just trying to make smart decisions with your money, we’re here to guide you every step of the way.
Our Proven Process to Financial Clarity
STEP 1
Schedule a Call
Let’s talk about where you are and where you want to go.
STEP 2
Get a Personalized Plan
We’ll build a strategy based on your unique goals and values.
STEP 3
Feel Confident Moving Forward
You’ll know exactly what to do next—and have a trusted guide to walk with you.
Retirement Planning
Looking for retirement planning in Katy, TX?
We help you create a clear strategy for the future—whether retirement is five years away or twenty. Together, we’ll build a retirement plan designed around your lifestyle, timeline, and income needs.
Investment Management
Want to align your investments with your life goals?
Our investment strategy supports your overall financial plan—not just market performance. We help you grow and protect your wealth through proactive portfolio oversight.
Financial Planning
Need a plan without the guesswork?
Our financial planning services are designed to provide structure, clarity, and direction. Whether you’re starting from scratch or fine-tuning your current plan, we’re here to help.
Legacy & Estate Planning
Ready to protect what matters most?
We’ll work with you to develop a plan that aligns with your values and helps you leave a lasting legacy—for your loved ones and the causes you care about.
Financial Planning in Katy, TX
As a trusted financial partner in Katy Concenture Wealth Management is proud to serve the local community with honest, values-based guidance. If you’re searching for a better way to manage your money and plan for the future, we’re ready to help you take the next right step.
Katy, Texas, is a fast-growing community with deep roots and a whole lot of charm. Just 30 miles west of Houston, Katy sits at the crossroads of Harris, Waller, and Fort Bend counties. With a population of around 23,900, it offers that small-town feel while still giving you easy access to big-city perks.
Originally founded on rice farming in the late 1800s, Katy was officially incorporated in 1945. Since then, it’s grown into a thriving hometown known for beautiful neighborhoods, top-ranked schools, and a strong sense of community. The median household income is $107,332, and homes hold solid value with a median property price of $376,800. Whether you’re starting a career, growing a family, or settling into retirement, Katy has something for everyone.
Katy ISD is one of the top school districts in the country, and the city’s focus on green space and recreation makes it a great place for active families. From master-planned communities to tree-lined parks, there’s a reason residents are proud to call this place home.
Local favorites include Katy Mills Mall, where you can shop high-end brands like Michael Kors, Kate Spade, and Coach Outlet. Over in Historic Katy, No Label Brewing offers a laid-back hangout with craft beers and community vibes. And don’t miss Katy Market Day—held every third Saturday—packed with vendors, food trucks, and live music.
Katy has also earned the nickname “Drone Capital of the World” for its high number of registered drones. And when you’re ready for a change of scenery, Houston is just a quick drive away, offering pro sports, museums, restaurants, and a buzzing nightlife scene.
In Katy, you get the best of both worlds—big city access with hometown heart. It’s easy to see why more and more people are choosing to plant their roots here.