VETTED

Jeff Rhame

CFP^®

Tel: 832-789-1100 1330 Lake Robbins Dr Suite 360 The Woodlands, TX 77380

Award Winning Financial Solutions Tailored To You

About Jeff Rhame

Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.

About Rhame & Gorrell Wealth Management

At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning.

Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.

See Disclosures

General Information

CRD#:

2516452

Firm CRD#:

283027

Insurance License#:

863533

Name of Custodial Firm:

Charles Schwab

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Jeff has been honored with Top Professionals Five Star Wealth Managers, recognized by The Wall Street Journal and Texas Monthly, for the last 10 years in a row and twice as Best of The Woodlands Top Financial Advisors and Planners by Woodlands Online. For over 15 years, Jeff served as an adjunct professor for the University of Houston and Lone Star College Systems, teaching classes on Investment Management and Estate & Insurance Planning. As a member of the Financial Planning Association, he has also taught, and continues to teach, on & off-site retirement workshops for the employees of many Fortune 500 companies, such as ExxonMobil, Chevron. Jeff is proudly serving as a member of three organizations: Memorial Hermann Hospitals Advisory Board in The Woodlands, The Nelson Rusche College of Business Executive Advisory Board at Stephen F. Austin State University, and as the Vice-Chairman of the Tall Timbers District of The Boy Scouts of America. Jeff received a degree in Accounting from Stephen F. Austin State University, and through post graduate work at The University of Houston, achieved his status as a CERTIFIED FINANCIAL PLANNER^" practitioner.

Work with the following types of clients:

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®

Insurance and Annuity Licenses:

Long Term Care, Disability, Life

Services

Investment Types:

Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds

Can meet clients in the following ways:

Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500000

Compensation Methods:

Based on Assets

Additional Details on Charges:

We believe in total fee transparency, which is why we post our fee schedule directly on our website: https://rgwealth.com/fee-transparency/

Firm Information

Firm's Number of Clients:

390

Firm's Number of Planning Clients:

390

Firm's Number of Managed Clients:

550

Assets Managed by Firm:

$806,678,903

Advisor's Number of Clients:

394

Advisor's Number of Managed Clients:

394

Advisor's Number of Planning Clients:

394

Total Assets Under Management by Advisor:

$806,678,903

Preferred meeting methods

I provide a free initial consultation:

Yes

Financial Planning for Individuals

It's not enough to simply manage investments - our financial planning consultants in The Woodlands create robust financial plans that utilize our full range of capabilities to meet our clients' needs and achieve their unique goals. We take complex financial issues and transform them into simple, elegant solutions. We believe that managing wealth is a lifelong process, not a one-time event, and our promise to our clients is to stay engaged on an ongoing basis to ensure their success. Our goals-based planning process centers around building a foundation for success. It is designed to highlight and address your aspirations as well as identify and address the risks, fears, or constraints that might limit your chances of accomplishing those goals.

Portfolio Management

Successful investment strategizing begins with early conversations. Our investment management advisors in The Woodlands, TX will discuss your investment history and experience, your short and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals. Then we draw on these insights to build a diversified portfolio that's closely aligned with your financial objectives.

Retirement Planning

We'll make sure each step you take is one that brings you closer to your retirement goals. Whether it's; When and how to claim your Social Security benefits, deadlines and options for Medicare, your required minimum distributions (RMD), your need for Long-term Care Insurance, or eldercare options, you can trust our retirement planning company in The Woodlands to manage the transition and ensure your plan is on track. You'll be ready to embrace this next phase of life with confidence and ease.

Estate Planning & Trusts

Estate planning, transferring wealth, protecting assets, and hedging risk are all extremely important and each of these activities grows in complication as wealth increases. Our wealth management company in The Woodlands is here to protect you and your family from costly consequences that come from making misinformed decisions or taking certain actions without a comprehensive understanding of each and every detail. Our mission is to serve as your family's advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy - so you are free to focus on enjoying your life and the people important to it.

Tax Advice and Services

From an investment perspective, it's not just about what you make, it's about what you keep. Our goal is not just to help our clients achieve robust performance; it is to ensure that their returns are achieved in the most tax-efficient manner possible - allowing them to go home with the maximum amount at the end of the day. Our proactive tax optimization and planning services in The Woodlands will find more tax-deductible items, create tax-advantaged situations and teach you how to reduce taxes for greater savings in future years. In some cases, the tax savings we identify are greater than our fees, fully offsetting the cost of our services.

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890172/wiseradvisor-rhame-&-gorrell-wealth-management-detailed-disclosure.html

27 Years of Experience

CRD# 2516452 Firm CRD# 283027Insurance License# 863533

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Research This Advisor

www.finra.org

www.sec.gov

www.aicpa.com