Efficient Wealth Management

Welcome to Efficient Wealth Management, an independent fee-only financial planning and investment advisor firm located in The Woodlands, Texas.

Our mission is to provide our clients with sensible and unbiased financial planning solutions where the interests of our client always come first. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve these goals.

One of our most important roles is to assist our clients in determining a suitable and appropriate asset-allocation strategy by considering investment time horizon, risk tolerance, objectives and cash-flow needs. We invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations.

At Efficient Wealth Management, we believe an effective financial advisor relationship must be built on a commitment to personal attention.

Contact us today at 281-528-1200 to schedule a complimentary consultation to discuss your investment and financial planning needs.

21 Waterway Ave, Suite 300
The Woodlands, TX 77380
Phone 281-528-1200 Fax 206-202-3606
Paul@EWealthMgmt.com

DISCLOSURE: All written content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources and we make no representations as to their accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor before implementation. Fee-only financial planning and investment advisory services are offered through Efficient Wealth Management, LLC, a state Registered Investment Advisor firm in the state of Texas and California. The presence of this web site shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any other state other than the state of Texas or California. Nothing on this website should imply that past results are an indication of future performance.

©2010 Efficient Wealth Management. All rights reserved.