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Services

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Wealth Management &
Financial Planning

How We Serve You:
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  • Build a diversified portfolio aligned with your goals and risk tolerance

  • Create retirement income and distribution strategies

  • Develop budgets and cash flow plans

  • Coordinate with your attorney and tax professional

  • Review insurance and estate planning needs

  • Plan for education expenses for children or grandchildren


Why Financial Planning?
 

  • Gain peace of mind and financial clarity

  • Stay on track toward financial independence

  • Organize your financial life into one cohesive plan

  • Set realistic, measurable goals

  • Make informed investment decisions and avoid costly mistakes

Investment Planning

How We Serve You:

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  • Build customized portfolios aligned with your goals and risk tolerance

  • Develop flexible investment strategies that evolve with your needs

  • Provide ongoing portfolio monitoring and professional guidance

  • Create strategic asset allocation plans

  • Access a wide range of investment opportunities through trusted custodial partnerships

  • Integrate investment planning with tax strategies and overall financial goals

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Our Investment Philosophy

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  • Focus on long-term discipline over short-term market reactions

  • Emphasize risk management and financial stability

  • Take a holistic approach to wealth management

  • Align investments with your broader financial plan and future goals

  • Adapt strategies as markets and life circumstances change

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Retirement & Estate Planning for Texas A&M University Employees

Traditions Wealth Advisors is a team of professionals who have an expertise in benefits, estate planning, risk, and the following retirement planning options specific to Texas A&M.

  • Optional Retirement Plan (ORP)

  • Tax Deferred Account (TDA) Retirement Plan (possibly as a ROTH)

  • Section 457 Deferred Compensation Retirement Plan that can be utilized to maximize tax savings at TAMU or a Texas public school through Charles Schwab.

Spirit Fiduciary Partners

Wealth Stewardship for the Christian Community

Your money matters. We take the utmost care of your organization's investments and work with you and your parish to plan for the future.

Benefits of planning for your organization’s investment future:
 

  • Gain peace of mind and spend less time managing your organization’s investment.

  • Obtain continuous professional attention to your investment portfolio and evolving situation.

  • Coordinate disjointed financial matters into a coherent plan.

  • Plan for and maintain financial independence.

  • Identify realistic and measurable goals.

  • Invest more and spend less in the process.

  • Learn more about prudent investing to minimize strategic mistakes

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