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Do you have concerns?

Are there risks I don’t see?

We’re fiduciaries, legally bound to always act in your best interest. We will locate specific risks and help you form a plan.
Our Vision
  • We are a diverse team of knowledgeable professionals who perform our services to the highest standards with integrity and dedication.
  • We will work to provide financial security for families and the future generations of our clients.
  • We will identify, meet, and exceed our clients’ goals, providing exceptional value.
  • We will always communicate with our clients.
  • We will always work in our clients’ best interests in an ethical, professional manner to treat our clients as we would expect to be treated.
  • We will give back to the community through support and service.
Our Approach
  • Klein Wealth Management provides a unique perspective which encompasses tax, small business, retirement planning, and insurance.
  • We are comprised of financial, estate, and tax planners that are specialized in serving individuals, families, and businesses.
  • Our team approach is designed to help deliver quality services to our clients planning needs.
  • Klein Wealth Management has been in business since 1983, and we maintain old fashioned values while staying on the precipice of today’s ever changing marketplace.
  • The goal of Klein Wealth Management is to partner with you for the purpose of meeting your goals.
Our Promise
  • Because choosing a financial planner is a long-term personal relationship, contact us for a complimentary one hour consultation.
  • We will review your situation and provide you with our approach and how we could tailor your personal financial plan.
  • You can trust our process as experienced financial experts and coaches, and your investments will grow as a result.
  • In return, your savings will increase over time, giving you peace of mind for your future.
  • Our promise to you is confidence that your investments will carry you through all stages of life.

We are financial advocates for our clients.

ABOUT US

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

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

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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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