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Patriot Wealth Management, Inc. (“Patriot”) is a comprehensive
financial management firm and a SEC Registered Investment Advisor.
In addition to financial advisory services, Patriot manages
equity, fixed income and balanced portfolios using well-defined
client investment objectives and guidelines.
All services provided by Patriot to its clients are performed on a
Fee-Only™ basis. Patriot is an independent provider of financial
advisory and investment management
services and does not engage in the sale of any financial products.
Comprehensive Planning
Patriot provides comprehensive planning that includes reviews of the
following areas: estate planning, investments, employee benefits
including stock option analysis,
insurance, retirement, cash flow and income taxation, education
analysis and specific client concerns. Patriot’s financial plans
include specific recommendations that can
be implemented through the client’s existing professional
relationship(s).
Financial Planning for the Family
Patriot will work to educate and integrate the entire family into
the planning and implementation process. If married, it is integral
for both spouses to be participants in the
planning process.
Initial Financial Plan & Implementation
The vast majority of our clients bring all of their financial
affairs to us to be reviewed and revised, if necessary. At Patriot,
the initial Financial Plan reviews all areas of
personal finance applicable to a client's situation including, but
not limited to:
* Estate Planning
* Investments (Asset Allocation and Implementation)
* Insurance
* Employee Benefits
* Retirement Planning
* Cash Flow
* Income Taxation
* Education Planning
Investment Strategy
The U.S. equity market is fairly efficient over a full economic
cycle. However, institutional biases typically create large and
profitable opportunities in sectors and individual
equity securities throughout each phase of an economic cycle. As
equity investors, we believe return on invested capital (ROIC) is
the primary determinate of change in a
stock’s valuation. As a result, we spend considerable time analyzing
changes in operating metrics that determine ROIC such as sales,
margins, return on equity, and
capital structure.
General Contact
Patriot Wealth Management, Inc.
5847 San Felipe
Suite 200
Houston, Texas 77057
Phone: 713.344.9300
Fax: 713.344.9299
Email: patriot@patriotwealth.com
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