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Our Firm

What began as an extension of the family business based in Biloxi, Mississippi, the Houston office of Roberts Wealth Management has developed into a rapidly expanding and goal-oriented firm.

The Roberts Wealth Management team focuses on staying relevant within an industry that is constantly evolving. What worked several years ago may not yield the same results today. Part of our unique approach is to provide our clients with informational tools. This allows us to create a partnership with you to help secure your financial future.
Under the leadership of Summer Roberts and Paul Roberts, your retirement can be managed according to your unique needs and goals. Our business is based on family values, which means you will never be just an account number to us!

Roberts Wealth Texas is an independent retirement planning firm. We help retirees and pre-retirees get the financial guidance and service they may need and deserve to plan for their financial independence. Founded in 1998, we have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Roberts Wealth Management's mission is to partner with individuals and families who are concerned about financial management and estate protection during retirement. Our primary areas of focus are retirement income planning, wealth management, 401(k)/individual retirement account (IRA) guidance and asset protection.
Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.

Meet Our Team

Summer Roberts

President & Managing Partner

A  native  of  Biloxi,  MS, Summer   relocated  to  Dallas  to  attend  Southern  Methodist University where she graduated with a bachelor’s degree. Her professional experiences then ranged from an internship with a former White House Director of Public Relations to Marketing Coordinator and as a Legal Recruiter in New Orleans.  Her drive and ambition proved successful in this role, achieving a promotion as the youngest Sales Manager in the company. This also afforded her the opportunity to move back to her beloved Texas. Summer never envisioned herself working in the family business. While enjoying her own  successful career, she found herself at one of Roberts Wealth informational workshops, which proved to be life changing.  She was inspired and motivated by her family’s passion to help others work toward their financial goals. Summer then dedicated herself to providing the same success that Roberts Wealth clients have enjoyed over the last two decades in the Houston area.  Her experience has helped many retirees and pre-retirees as they pursue their retirement goals.

Some of Summer’s favorite Houston activities include boating, antiquing and interior design. She also enjoys spending time outdoors with her shelties, Lola and Jagger. Part of what drew Summer to Houston was the diverse options to be part of the community.

Summer & her family reside in the Clear Lake area and have two beautiful children, Noah and London.

Paul E. Roberts Jr.

Founder & Chief Investment Officer

Paul E. Roberts Jr is the founding member of Roberts Wealth Management. He serves his clients by helping protect their assets and preserving their hard earned lifetime savings. Paul graduated with a B.S.in accounting from Mississippi State University in 1971. He then served his country well, attaining the rank of Captain in the Army Signal Corp. Once his tour was over, he became the managing partner of Roberts, Cooper, and Rasor CPA firm. Armed with his 22 years of experience as a practicing CPA, Paul founded Roberts Wealth Management, a firm that specializes in estate preservation and retirement planning.

With over 40 years of experience, knowledge and loyalty in providing for his clients, Paul is an adviser who provides financial advice and complete financial planning. He utilizes fresh ideas in regard to estate planning and investment techniques in order to design and implement personalized plans that can reduce financial risk, lower taxes and avoid probate.

Paul and his wife of 47 years, JoLynn, recently moved to the Houston area after being lifetime residents of Biloxi, MS. They enjoy spending time with their three children: April, Paul and Summer and their five grandchildren: Jordan, Joplyn, Julia, Noah and most recently, London.

Susan Stanley

Director of Client Relations

Susan Stanley, is thrilled to join the Roberts Wealth Management team as Client Relations Director. Susan has spent a long and prestigious career in the staffing industry. Spanning the 30 years of this career, Susan knows that one of the key components to a successful company is 100% client satisfaction. Susan has maintained lucrative business relationships with some of the top companies in the Houston Metropolitan area, all of which have praised her on her ability to maintain the client satisfaction that RWM is looking to maintain with its respective clients.

In her leisure time, Susan enjoys reading and spending time with her two grandchildren, John and Amelia Claire. "They keep me on my toes!"

JoLynn Roberts

Office Manager

Jolynn Roberts, is our office administrator at Roberts Wealth Management. Jolynn has an educational background in Business Administration from attending the University of Southern Mississippi and Mississippi State University. Jolynn previously helped run her husband Paul's CPA firm, starting in 1978. In addition, Jolynn has been a vital part of Roberts Wealth management from the start. Jolynn is a mother of three, April, Paul and Summer. A loving wife of Paul Jr. and a grandmother of five beautiful grandchildren; Jordan, Joplyn, Julia, Noah and London. In her spare time, Jolynn enjoys spending time with her family and spoiling her grandchildren.




To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@robertswealthtexas.com or call us at 281.549.6515 today!

 
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  • Integrity, Trust, Dependability
    Meet the Team

    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    What We Do

    Our financial strategies use insurance products, such as annuities, to help you work towards your financial goals.

    » Learn how we can help
    Upcoming Events

    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roberts Wealth Management are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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