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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 results-driven powerhouse.

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 educational 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, you can trust that your retirement will 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 independently acclaimed retirement planning firm. We help retirees and pre-retirees get the financial guidance and service they need and deserve to plan for their financial independence. Founded in 1998, we have developed our business by being committed to the financial success of each and every client we serve. We provide clear, straightforward solutions designed to help minimize taxes, reduce risk and protect and grow your assets.

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 expertise are retirement income planning, investment 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 educational  workshops,  which  proved  to  be  life  changing.  She was inspired and motivated by her family’s passion to help others secure their financial futures. Summer then dedicated herself to providing the same success that Roberts Wealth clients have enjoyed over the last two decades in the Houston area.  The results are a new generation of satisfied and secure family futures guided by her expertise and financial savvy.

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 protecting 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 a credible advisor who provides solid financial advice and complete financial planning. He utilizes fresh ideas in regards to estate planning and investment techniques in order to design and implement personalized plans that will 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.

Robin Taylor

Director of Marketing

Robin Taylor, serves as our Director of Marketing at Roberts Wealth Management. Graduating from Stephen F. Austin University, Robin earned a degree in Business Management and Paralegal Studies. As Roberts Wealth Management's Director of Marketing, our clients can look forward to Robin's creative mind and the ability to think outside the box. Robin's attention to detail paired with Roberts Wealth Management's client experience as a number one priority, her marketing execution will encourage our vision " ... Because you deserve better".

In September 2016, Robin and her family moved to the Bay Area from Scottsdale Arizona, where they are happy to live by the water and not the desert. She is a mother of two teenagers, Kloe and RJ, and a supporting wife of a former United States Marine.

In her spare time, Robin enjoys going to the gym and spending time with family at Galveston Beach.

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!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and annuity products are sold separately through Summer Roberts and Paul E Roberts Jr.

The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.

 
Complimentary Report
"Mutual Funds
The Good, The Bad & The Fine Print”

  • 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 meet financial goals.

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    Upcoming Events

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

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    *Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.