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SMARTER WEALTH MANAGEMENT

The Fitzpatrick Group is a recognized leader among Houston's financial services firms. In being a full-service financial firm specializing in tax-efficient wealth management strategies, we are committed to helping clients pursue and reach their financial goals. Our most important mission is our commitment to maintaining the highest standards of integrity and professionalism in our relationship with our clients. While providing various services, we strive to constantly remind clients that our main focus is to help them feel secure for the future.

LIFE INSURANCE

The life that you've built for you and your family is important, so let us help you protect it. We will assess your needs and objectives to choose the life insurance that's right for you. 

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RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At The Fitzpatrick Group, we do our utmost to help you thrive in today's competitive marketplace.

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TAX EXEMPT WEALTH MANAGEMENT STRATEGIES

At The Fitzpatrick Group, we specialize in helping clients retire in a low or zero tax bracket. 

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SERVICES

Our product and service offering extends both to individuals and businesses. We aim to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. By empowering you with the information you need to identify your most important goals, our organization's approach allows you to make your own informed financial decisions.

Services

JOIN OUR TEAM

At The Fitzpatrick Group, we are a company that is built by advisors, for advisors. Whether you are experienced, a career changer, or a recent graduate, we would welcome the opportunity to speak with you. Learn more about the financial advisor opportunity below. 

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