Comprehensive wealth management services in Texas
Experienced financial services for Texas investors
Wealth Solutions delivers wealth management services in Texas designed for families who want clear guidance and a tailored plan. Our team combines investment advisory services, retirement income planning, investor cybersecurity, and insurance solutions under one roof. We believe clients value an advisor with a fiduciary duty that act in the client’s best interest, has access to customized solutions, and has a concierge family-office approach that keeps life simple. Whether you are in Austin near Lady Bird Lake, in The Woodlands along Waterway Avenue, commuting across Houston’s Energy Corridor, or spending time near San Antonio’s River Walk, we meet by phone or Zoom so you can move forward on your timeline. Our goal is straightforward: align your portfolio, income plan, and protection strategy so your retirement fits the way you live in Texas.
Investment Management
Customized investment management
Our
investment management for retirees and pre-retirees centers on disciplined asset allocation, careful risk controls, and uses customized built portfolios available only to clients of Wealth Solutions. We build a personalized mix of equities, fixed income, and select alternatives, then actively adjust exposures as markets change. Texas investors often ask how to pursue risk-adjusted returns without losing sleep. Our answer is consistent oversight, clear benchmarks, and transparent reporting through your secure client portal.
Retirement Income Planning
Retirement planning services that aim to deliver steady income
Turning savings into income is different from building a nest egg. Our retirement income planning process maps essential expenses, desired lifestyle, and legacy goals, then coordinates Social Security timing, Required Minimum Distributions, and tax-efficient withdrawals. We design income streams using dividend strategies, bond ladders, and—when appropriate—guaranteed income options* so you can count on monthly cash flow whether you are in Westlake, The Woodlands, or Corpus Christi. Many clients search for the best way to generate reliable retirement income in Texas without taking unnecessary risk. We provide a plan you can follow and a schedule of reviews to keep it current.
*Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Comprehensive Financial Planning
Comprehensive financial planning for Texas families
Wealth Solutions brings
investments,
tax planning,
insurance,
estate priorities, and cash flow into one coordinated plan built for life in Texas. From Austin and The Woodlands to Houston, Dallas, San Antonio, and Corpus Christi, you get fiduciary guidance, clear action steps, and ongoing reviews so your strategy stays aligned as life changes.
Insurance & Annuities
Insurance and annuity options tailored to Texas families
Insurance planning supports long-term security for you and your spouse. We evaluate life insurance for estate and tax needs, long-term care coverage to address rising healthcare costs, and annuity products that can provide a reliable income floor in retirement. Our role is advisory: compare carriers, clarify trade-offs, and coordinate policies with your investment plan so everything works together. From Memorial in Houston to Alamo Heights in San Antonio, clients count on Crownbridge Wealth, LLC to integrate protection strategies using insurance and annuities.
Investment advisory services offered through Wealth Solutions, Inc., a Registered Investment Adviser. Advisory services are offered where Wealth Solutions and its representatives are appropriately registered or exempt. All investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
Cybersecurity Protection for Investors
Financial cybersecurity services for modern wealth
Families are frequent targets of cybercrime, so our service includes 24/7 monitoring, secure client portals with multi-factor authentication, and education to help you avoid phishing and account-takeover attempts. Clients of Wealth Solutions also benefit from a specialized protection program with coverage that responds if a breach occurs. This focus on prevention and rapid response complements our investment advisory services, giving Texas families confidence that their information and accounts are being watched closely.
Why Choose Wealth Solutions?
Our process for Texas investors
Exclusive strategies and customized solutions
Clients access in-house portfolios that are not available to the public, managed for growth and disciplined risk, with results reviewed against clear benchmarks.
Concierge-level service
You work directly with an experienced advisor with a fiduciary responsibility supported by a responsive team. Reviews are scheduled semiannually or as needed, and you can reach us quickly when markets move.
Fiduciary responsibility and transparency
As a Texas RIA, Wealth Solutions acts in your best interest with straightforward fees and open communication.
Local experience with a broader view
We understand Texas markets and industries while investing across national and global opportunities for balance and diversification.
What makes your services a good fit for international clients?
We combine professional accounting and tax knowledge with a strong understanding of cross-border compliance. Our bilingual team communicates in English and Spanish (with Italian coming soon) to remove language barriers. We’ve worked with clients from Latin America, Europe, and beyond, adapting our process to different financial systems and cultural expectations. This global perspective means we can anticipate challenges and help you make decisions that work in both the U.S. and your home country.