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  • , P: 281.856.5644
  • Alief
    3200 South Dairy Ashford Houston, TX 77082
    Map and Directions Map and Directions
  • Champions
    10300 Louetta, Suite 100 Houston, TX 77070
    Map and Directions Map and Directions
  • Cinco Ranch
    23120 Cinco Ranch Boulevard Katy, TX 77494
    Map and Directions Map and Directions
  • Copperfield
    15260 FM 529 Houston, TX 77095
  • Morton Ranch
    2811 West Grand Parkway North, Suite 110 Katy, TX 77449
    Map and Directions Map and Directions
  • Spring Branch
    9100 Westview Houston, TX 77055
    Map and Directions Map and Directions
  • 99N
    7210 North Grand Parkway, Suite A Spring, TX 77373
    Map and Directions Map and Directions
  • Sugar Land
    3400 Highway 6 South Sugar Land, TX 77478
    Map and Directions Map and Directions
  • Tomball
    28850 Tomball Parkway Tomball, TX 77375 T: 281.856.5644
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First Community Wealth AdvisorsFirst Community Wealth Advisors

A new standard of portfolio management

A new standard of portfolio management

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

  • A Personalized Portfolio

    As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

  • Comprehensive Reviews

    Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making. 

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

related resources

Tactical Asset Allocation Outlook

07/10/2018

Markets & Investing

Asset Allocation: A Guide to the Fundamentals of Portfolio Construction

07/10/2018

Markets & Investing

The importance of asset allocation while saving for retirement

07/10/2018

Markets & Investing

Strategic Asset Allocation Models

07/10/2018

Markets & Investing
First Community Credit Union
envelope
  • 281.856.5644
First Community Wealth AdvisorsFirst Community Wealth Advisors
  • Alief 3200 South Dairy Ashford Houston, TX 77082
  • Map & Directions
  • Map & Directions
  • Champions 10300 Louetta, Suite 100 Houston, TX 77070
  • Map & Directions
  • Map & Directions
  • Cinco Ranch 23120 Cinco Ranch Boulevard Katy, TX 77494
  • Map & Directions
  • Map & Directions
  • Copperfield 15260 FM 529 Houston, TX 77095
  • Morton Ranch 2811 West Grand Parkway North, Suite 110 Katy, TX 77449
  • Map & Directions
  • Map & Directions
  • Spring Branch 9100 Westview Houston, TX 77055
  • Map & Directions
  • Map & Directions
  • 99N 7210 North Grand Parkway, Suite A Spring, TX 77373
  • Map & Directions
  • Map & Directions
  • Sugar Land 3400 Highway 6 South Sugar Land, TX 77478
  • Map & Directions
  • Map & Directions
  • Tomball 28850 Tomball Parkway Tomball, TX 77375
  • 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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Community Credit Union and First Community Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

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