Portfolio Management & Financial Planning near Memorial, 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 near Memorial, 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 near Memorial 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 Memorial, 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 near Memorial, 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 near Memorial, 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 near Memorial, TX
As a trusted financial partner near 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.
Memorial, Texas, is one of Houston’s most sought-after neighborhoods, known for its mature trees, quiet streets, and close proximity to major business districts. With an estimated population of 20,440 and a median household income of $122,564, the area blends suburban comfort with easy access to city life. Homes in Memorial average around $690,658, demonstrating the community’s appeal among professionals and families alike.
Located north of I-10 between the Buffalo Bayou and Barker Reservoir, Memorial borders the Energy Corridor, home to several major energy corporations such as ExxonMobil and Calpine. This makes it an attractive spot for professionals working in Houston’s thriving energy sector. Residents also enjoy easy access to entertainment and recreation, from the Houston Arboretum & Nature Center and Topgolf to family-friendly spots like Lucky Strike Houston and Hedwig Park.
Memorial is well-known for its highly rated schools within Spring Branch and Katy Independent School Districts, along with reputable charter options such as YES Prep and Harmony Schools. These educational opportunities contribute to the neighborhood’s strong family appeal.
Retail and business conveniences abound, especially at Memorial City Mall, featuring popular brands such as the Apple Store and American Eagle, along with healthcare centers like Houston Methodist and financial services from Amegy Bank of Texas.
With established neighborhoods such as Hedwig Shadows, Westwick, Chestwood, and Nottingham, Memorial offers a range of residential options that combine character and accessibility. Whether drawn by its business connections, schools, or natural beauty, Memorial remains a favorite Houston neighborhood for those seeking both comfort and convenience.