Summit Valuation Advisors

Headquartered in The Woodlands, Texas and with clients around the globe, Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm serving high net-worth clients. 85% of the individuals and families we serve come from the energy sector, primarily ExxonMobil executives. We have a wealth of expertise in the ExxonMobil Savings and Pension Plans and have helped thousands of employees retire successfully. With 14 full-time professionals, we are able to handle the most complex financial planning situations. We work alongside other professionals to offer our clients tax optimization, charitable planning, estate conservation and transfer, and investment management.

Lloyds Intrepid Wealth Management was created to deliver the effective tools you need to manage wealth today. As the world has changed, so too should your approach to planning and managing portfolio assets. These are uncertain times for investors. Let us help you navigate these difficult markets ...