Wealth Management
Pazera Capital Management, Inc. approaches the practice of Wealth Management in a holistic and comprehensive manner, connected by three distinct disciplines: Relationship Management, Investment Consulting & Advanced Planning.
Relationship Management
Our main goal is to help you to define what you want out of life and adjust your financial situation so that you may live a simplified, happy, and prosperous life. Rather than a calculation of numbers, we envision our relationship as a creative, vast journey of possibilities.
We thrive on aiding you in fulfilling your personal goals by mapping out your plan and watching the year-to-year progress. We recognize that our partnership is not a one-time meeting, but an ongoing collaboration that changes with new goals, revitalized dreams and individual changes.
Investment Consulting
We take a consultative approach to determine the proper investment strategy to reach each client’s goals. We appreciate that no two families look alike, so we ensure that no two plans look alike.
We take the time to evaluate your investments and consider where you are now and where you want to be. As professional investment managers, we partner with you to plan for retirement, consolidate investments if necessary, and construct specific solutions to maximize your assets.
Advanced Planning
Our approach is both comprehensive and consultative. Our job is not to tell you what to do, but instead work with you to make educated decisions and reach your goals.
We work collaboratively with your established professional advisers or with our network of attorneys, accountants, insurance experts, and other professionals. The core of our organization includes cash flow management, tax minimization, estate and distribution planning, risk management, and charitable giving strategies.
Our Team
Relationships, Trust, Accountability.
We are passionate about people and helping them protect and continue to build on what they have gained. Our team is focused on excellence in all that we do. We don’t just look at our relationships as clients and partners; we aim to see the uniqueness of each scenario and create a custom plan to fit those specific goals.
Integrity is our highest value. If we can’t do it honestly, we won’t do it. Our Wealth Managers are Certified Financial Planner™ Professionals (CFP®) and hold Series 7 and Series 66 licenses. Additionally, some of our Wealth Managers are Texas Life and Texas Insurance licensees, whose knowledge and expertise benefit our entire team. The integrity of our team, both corporately and as individuals, is of utmost importance to us. We are held to a very high standard, and we intend to keep it that way.