Wealth Management
Wealth Management
About Us
Carlton, Hofferkamp and Jenks Wealth Management is a fee-only registered investment advisory firm located in The Woodlands, Texas.
We are independent and have no affiliation with any financial institution, our commitment and focus is on our clients.
Ranked among Top Houston Area Wealth Management Firms and Practices by Houston Business Journal.
Recipients of the prestigious Five Star Wealth Manager award for seven consecutive years.
About You
Let us guide you on your path to financial success.
About Us
Carlton, Hofferkamp and Jenks Wealth Management is a fee-only registered investment advisory firm located in The Woodlands, Texas.
We are independent and have no affiliation with any financial institution, our commitment and focus is on our clients.
Ranked among Top Houston Area Wealth Management Firms and Practices by Houston Business Journal.
Recipients of the prestigious Five Star Wealth Manager award for seven consecutive years.
About You
Let us guide you on your path to financial success.
Why Experience Matters
Our team’s talent has been tested through many business cycles and periods of market volatility such as:
Black Monday Crash of 1987
|
Asian Crisis in 1997
|
DotCom Crash in 2000
|
Housing Bubble and Credit Crisis in 2008-2009 (and the continuing effects)
The investment knowledge we’ve gained through these experiences along with our time-tested philosophy, diligent money management and consistent communication in all market environments enable us to guide and protect our clients through these critical times.
“The only source of knowledge is experience” – Albert Einstein
Why Experience Matters
Our team’s talent has been tested through many business cycles
and periods of market volatility such as:
Black Monday Crash of 1987
|
Asian Crisis in 1997
|
DotCom Crash in 2000
|
Housing Bubble and Credit Crisis in 2008-2009 (and the continuing effects)
The investment knowledge we’ve gained through these experiences along with our time-tested philosophy, diligent money management and consistent communication in all market environments enable us to guide and protect our clients through these critical times.
“The only source of knowledge is experience” – Albert Einstein
Our Approach
We have a deep commitment to the success of each of our clients and take ownership of the matters they entrust to us.
We know how hard you’ve worked to acquire your wealth and protecting it is our top priority.
Our investment management approach is proactive and forward-looking. As the markets evolve, we make tactical changes and attempt to take advantage of opportunities – all while ensuring investments are in alignment with your goals and risk tolerance.
Our client portfolio management is done in-house not outsourced, this equates to cost effectiveness and tax efficiencies for you.
Our process is truly personalized and each client’s portfolio is specifically tailored to your goals and needs.
Our Approach
We have a deep commitment to the success of each of our clients and take ownership of the matters they entrust to us.
We know how hard you’ve worked to acquire your wealth and protecting it is our top priority.
Our investment management approach is proactive and forward-looking. As the markets evolve, we make tactical changes and attempt to take advantage of opportunities – all while ensuring investments are in alignment with your goals and risk tolerance.
Our client portfolio management is done in-house not outsourced, this equates to cost effectiveness and tax efficiencies for you.
Our process is truly personalized and each client’s portfolio is specifically tailored to your goals and needs.
Retirement
Planning
It is not unusual to learn individuals entering or nearing retirement often cite “losing their nest egg/savings” as their number one fear.
We believe the number one goal in retirement planning is to ensure you don’t “outlive your money”.
At Carlton, Hofferkamp and Jenks we believe in straight talk, period. A retirement plan must first and foremost be realistic and achievable. We start with straight talk about budgeting and living within your means to ensure your retirement assets have ample time to grow and keep up with inflation.
Through our discovery and planning process we help you chart a course to a comfortable and stress free retirement.
Next, we implement an investment strategy specifically tailored for you – providing for short term needs and allowing your nest egg to grow to meet your goals for a long and healthy retirement.
Retirement
Planning
It is not unusual to learn individuals entering or nearing retirement often cite “losing their nest egg/savings” as their number one fear.
We believe the number one goal in retirement planning is to ensure you don’t “outlive your money”.
At Carlton, Hofferkamp and Jenks we believe in straight talk, period. A retirement plan must first and foremost be realistic and achievable. We start with straight talk about budgeting and living within your means to ensure your retirement assets have ample time to grow and keep up with inflation.
Through our discovery and planning process we help you chart a course to a comfortable and stress free retirement.
Next, we implement an investment strategy specifically tailored for you – providing for short term needs and allowing your nest egg to grow to meet your goals for a long and healthy retirement.
Stocks Remain Resilient
Friends The Dow spent the entire trading session in negative territory (weighed down by IBM), but almost made...
Our Views
Follow our latest observations on the economy and market activity.
Our Views
Follow our latest observations on the economy and market activity
The Dow Wins Again
Friends For the second day in a row, the Dow Jones Industrial Average was the big winner with...
Cares Program
Small acts of kindness
when multiplied by millions
can transform the world
Cares Program
Small acts of kindness
when multiplied by millions
can transform the world
What Keeps You Up At Night?
We invite you to a complimentary consultation with our Chief Investment Officers – no selling, no gimmicks, just straight talk to help guide you on your path to financial success.
FAQ
Carlton, Hofferkamp & Jenks does not take custody of clients assets. We partner with Charles Schwab to serve as a custodian of our client’s assets. All client monies and assets are held at Charles Schwab. If a client would like us to manage their money but would like to use a different custodian, we will consider the request.
Monthly statements are produced and mailed (physically or electronically) from Charles Schwab, not from Carlton, Hofferkamp and Jenks. In addition to the monthly statements, we send out quarterly summary and performance statements which we outsource from a third party vendor, PORTFOLIOSERVICES.
Just contact us. We will do all the work for you. We will help you set up your Charles Schwab account and after our discovery process, which will include our management agreement, we’ll begin to manage your account.
It’s simple. All you have to do is authorize Carlton, Hofferkamp and Jenks to manage your account by simply signing our management agreement form and also the corresponding Charles Schwab designation form.
Clients and prospective clients should know that we take privacy and confidentiality very serious. Feel free to read our Privacy Policy.
Copies of our ADV II form are available upon request at any time by prospective clients and clients alike.
Request an ADV II using our Contact Form.
What Keeps You Up At Night?
We invite you to a complimentary consultation with our Chief Investment Officers – no selling, no gimmicks, just straight talk to help guide you on your path to financial success.
FAQ
Carlton, Hofferkamp & Jenks does not take custody of clients assets. We partner with Charles Schwab to serve as a custodian of our client’s assets. All client monies and assets are held at Charles Schwab. If a client would like us to manage their money but would like to use a different custodian, we will consider the request.
Monthly statements are produced and mailed (physically or electronically) from Charles Schwab, not from Carlton, Hofferkamp and Jenks. In addition to the monthly statements, we send out quarterly summary and performance statements which we outsource from a third party vendor, PORTFOLIOSERVICES.
Just contact us. We will do all the work for you. We will help you set up your Charles Schwab account and after our discovery process, which will include our management agreement, we’ll begin to manage your account.
It’s simple. All you have to do is authorize Carlton, Hofferkamp and Jenks to manage your account by simply signing our management agreement form and also the corresponding Charles Schwab designation form.
Clients and prospective clients should know that we take privacy and confidentiality very serious. Feel free to read our Privacy Policy.
Copies of our ADV II form are available upon request at any time by prospective clients and clients alike.
To request an ADV II, please scroll down for our Contact Information.
Call Us
(281) 298-2700
Toll Free: (877) 824-4299
Visit Us
10200 Grogan’s Mill Road, Suite 340
The Woodlands, Texas 77380
Our Hours
Monday – Thursday: 8am – 4:30pm
Friday: 8am – 3:30pm
CALL US
(281) 298-2700
Toll Free: (877) 824-4299
VISIT US
10200 Grogan’s Mill Road, Suite 340
The Woodlands, Texas 77380
OUR HOURS
Monday – Thursday: 8am – 5pm
Friday: 8am – 3:30pm
