Hartzell Wealth Management of Raymond James

Hartzell Wealth Management of Raymond James A personalized approach to managing wealth. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.

Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to help make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a

positive difference in the pursuit of your financial goals.

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Bryan B. Hartzell
Senior Vice President, Wealth Management

Jake C. Hartzell
Financial Planning Consultant

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healt...
07/22/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

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The most enduring gifts often invest in people, places and shared traditions. Discover how cultural philanthropy can cel...
07/21/2026

The most enduring gifts often invest in people, places and shared traditions. Discover how cultural philanthropy can celebrate heritage, foster stronger communities and create a lasting legacy:

raymondjames.com

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
07/15/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

07/13/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
https://www.raymondjamesconnect.com/MgX4D

For business owners, stepping away from your business and entering retirement can be a significant shift.After years of ...
07/09/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

raymondjames.com

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) p...
07/08/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
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Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared fo...
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Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

raymondjames.com

A quarter millennium of big dreams. Happy Fourth of July!
07/04/2026

A quarter millennium of big dreams. Happy Fourth of July!

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as wel...
06/29/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

raymondjames.com

Address

15375 Memorial Drive, Ste 350
Houston, TX
77079

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 11pm
Sunday 8am - 11pm

Telephone

+12816793948

Website

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