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, were 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.
|Firm Start Year:||2016|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||TX|
|Number of Years with Current Firm:||5|
|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.|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities, Estate Planning & Trusts|
|Investment Types:||Alternative Investments, Mutual Funds, Stocks, Options & Futures, Exchange Traded Funds (ETFs), Commodities, Bonds|
|I can meet clients in the following ways:||At my office, Via Phone, Via Email, Video Conference, Our Offices, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Disability, Long Term Care|
|Firm's Number of Clients:||390|
|Firm's Number of Planning Clients:||390|
|Firm's Number of Managed Clients:||390|
|Assets Managed by Firm:||490000000|
|Advisor's Number of Clients:||394|
|Advisor's Number of Managed Clients:||394|
|Advisor's Number of Planning Clients:||394|
|Assets Managed by Advisor:||$496000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
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/|
|Bachelor of Business Administration - Accounting||
Stephen F. Austin University
|Certified Financial Planner Program||
University of Houston
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.
Financial Planning for Individuals
Its 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.
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 thats closely aligned with your financial objectives.
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. Youll be ready to embrace this next phase of life with confidence and ease.
|Mon.||8:00 AM - 4:30 PM|
|Tue.||8:00 AM - 4:30 PM|
|Wed.||8:00 AM - 4:30 PM|
|Thu.||8:00 AM - 4:30 PM|
|Fri.||8:00 AM - 4:00 PM|