Skip to content
Brann Wealth ManagementBrann Wealth Management
Robert Brann
  • O: 713.781.7731
  • F: 910.596.2003
  • Map & Directions
  • Map & Directions
X
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporations
    • Families & Individuals
  • Services
    • Services
    • Our Approach
    • Financial Planning
    • Investment Management
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • About Us
    • About Us
    • Robert Brann
    • Lynn Rogers
    • What Makes Us Different
    • About Raymond James
  • Resources
    • Resources
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Brann Wealth Management
    5847 San Felipe, Suite 3900 Houston, TX 77057 O: 713.781.7731 F: 910.596.2003
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Read
Read
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing

A breadth of services to serve a variety of needs

Connect with us
  • 5847 San Felipe, Suite 3900 Houston, TX 77057
  • O 713.781.7731
  • F 910.596.2003
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use