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    Investec Wealth Strategies

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    Description

    • Investec is an independent boutique wealth management firm that has helped affluent families realize their financial goals since 1984. We provide personalized investment management and financial planning services, believing client interests are best served when we blend your financial situation with strategies and tools designed to achieve your important life objectives. As registered investment advisors, we act as fiduciaries to our clients. Given our independence and scale, we build portfolios using disciplined, seasoned money managers and have access to institutional class investments. Typical clients include business owners, professionals, physicians and corporate executives.
    • location

      Headquarters:4900 Woodway Drive Suite 550, Houston, Texas, United States

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    • Investec Wealth Strategies phone

      Phone Number: +1 713-622-9111

    • Investec Wealth Strategies website

      Website: https://www.investecwealth.com

    • Investec Wealth Strategies employees

      Employees:12

    • Investec Wealth Strategies revenue

      Revenue:$1 - 10M

    • Investec Wealth Strategies legal name

      Legal Name:Investec Wealth Strategies

    • Investec Wealth Strategies's Social Media

      Investec Wealth Strategies linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Operations And Client Relationship Manager for Investec Wealth Strategies

    Traci Diedrich

    Operations And Client Relationship Manager

    Person level website visitor identification

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    Traci Diedrich

    Operations And Client Relationship Manager

    Frequently Asked Questions regarding Investec Wealth Strategies

    • Where are Investec Wealth Strategies's Headquarters?

      Investec Wealth Strategies's Headquarters are in 4900 Woodway Drive Suite 550,Houston,Texas,United States

    • What is Investec Wealth Strategies's phone number?

      Investec Wealth Strategies's phone number is +1 713-622-9111

    • What is Investec Wealth Strategies's official website?

      Investec Wealth Strategies's official website is https://www.investecwealth.com

    • What is Investec Wealth Strategies's Revenue?

      Investec Wealth Strategies's revenue is $1 - 10M

    • What is Investec Wealth Strategies's NAICS code?

      Investec Wealth Strategies's NAICS code is 523930

    • How many employees are working in Investec Wealth Strategies

      Investec Wealth Strategies has 12 employees

    • What is Investec Wealth Strategies's Industry?

      Investec Wealth Strategies is in the industry of Financial Services

    • Who is Investec Wealth Strategies's Operations And Client Relationship Manager?

      Investec Wealth Strategies's Operations And Client Relationship Manager is Traci Diedrich

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