CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

Our Philosophy

Our mission—  make people's lives better. 

At Robertson Wealth Planning Partners we are committed to leading, motivating and caring for the financial freedom of our clients and their families with the highest level of quality personal service.    

We are most passionate about making a difference in people's lives and strive to inspire our clients to live empowered, joyful and fulfilling lives. That is our purpose.

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Our goals— build your confidence and help you pursue your overall financial objectives. 

We endeavor to know and understand your financial situation taking the time to learn about each and every client's unique needs and goals as well as values and aspirations.

Robertson Wealth Planning Partners guides, educates and helps you plan for a secure financial future by partnering with you to create financial road maps that will help you pursue your goals and dreams. We believe knowledge- is where the power exists to building a secure future.

Most of all, your needs and best interest are always at the forefront of everything we do:  offering sound, objective financial and investment advise; comprehensive strategies; and utilizing the best products and services that are most appropriate in helping you achieve your objectives and goals.

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Our values—  the cornerstone of our philosophy.

Build trust.

Family-centric.

Value honesty and transparency.

Nurture genuine, long-lasting relationships.  

Serve the clients' best interest, not our own.      

Focus on providing exceptional client services.

Provide individualized service and help our clients feel confident about their short and long-term financial goals.                  

Bring clarity to the financial planning process, taking time to educate our clients, as well as making the goals clear and actionable.

Work diligently to craft comprehensive, holistic financial plans, we utilize the best products and services that are most appropriate for our clients to achieve their goals.

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About Us


Our Services


 

Have a Question?

Are you looking for a trusted resource to help you build your financial strategy?

Call: (281) 842-1229.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck