Klein Wealth Management is passionate about giving back to our community.
And we do it with heart and purpose.

Community Event Galleries

CWJF Gala Night
Lori and David Small Business Awards 2014
Klein Wealth Management- Small Business Award
Volunteering: Vamping up the Community Park
Klein Wealth Management with Lyle Lovett
Concordia Shoot Out/ KWM Takes Second Place!
Pancake Breakfast with Santa & Clients
TBPW Fashion Show
TBPW 2011 - ladies in gowns 2
Planning Against Hunger
Do you have an event that Klein should attend? Reach out to us!


Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.


994 Village Square Drive-
Suite C & D
Tomball, Texas  77375
(281) 370-0300


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Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state

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