Patina Wealth LLC is a Houston-based wealth management firm that operates as a fiduciary, offering objective financial advice and tailored investment strategies. The firm was founded to provide clients with a high level of personalized service, focusing on long-term financial goals such as retirement planning, wealth transfer, and portfolio management. As a fee-only advisor, their compensation comes directly from clients, aligning the firm's interests with those of their clients and avoiding conflicts of interest associated with commission-based products.

Founded in

United States