The Friedman-Sepolio Wealth Management Group

Our mission statement

“I lead a highly experienced team specializing in helping individuals and their families in retirement and tax planning issues. We help our clients feel peace of mind through financial security, and we are committed to building strong relationships with each client by simplifying their financial life and maintaining high standards of service and integrity.

We diligently strive to understand our clients’ unique financial situations, preferences, and goals in the context of the current market environment, and by consistently delivering service that exceeds expectations. My team works with you, developing strategies and recommending personalized solutions designed to help you accumulate, protect and transfer your wealth. We believe sound financial strategies are the cornerstone of your success and a wealth management plan helps individuals and families achieve their long-term financial objectives.

Every individual and family is different, but we believe what's important to our clients about money can be summed up in terms of security, lifestyle, and legacy. Clients tend to seek a sense of security as their most basic financial goal. Once this is achieved, they aspire to attain a level of financial independence that allows them to sustain in retirement the lifestyle they have grown accustomed to. Finally, once a client has achieved this level of financial freedom, we focus on helping plan their legacy.”

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

Upcoming Events
Previous Events

Money Mondays Webinar Series!

Jan 01, 2024 12:00 AM Central Standard Time - Dec 31, 2024 11:59 PM Central Standard Time
Location To Be Determined

Please join us throughout 2024 for our Monday morning market outlook meetings. In 15 minutes or less, our weekly webinars every Monday morning will help you keep up to date with the latest market and economic news.

Follow the registration link below to attend.

RSVP

The Retirement Paycheck

Apr 16, 2024 11:00 AM Central Daylight Time - Apr 16, 2024 12:00 PM Central Daylight Time
Location To Be Determined

Please join us for a virtual presentation as we explore best practices on how to begin planning for retirement and what to expect as you reach the encore of your life. For this event we will be focusing on retirement income planning.

Rewriting Retirement

Feb 27, 2024 11:00 AM Central Standard Time - Feb 27, 2024 12:00 PM Central Standard Time
Location To Be Determined

Please join us for a virtual presentation as we explore best practices on how to begin planning for retirement and what to expect as you reach the encore of your life.

We will be focusing on the trends, forces, and factors that currently shape the retirement landscape and your wealth.

2024 Market Outlook Event - Evening Session

Feb 05, 2024 06:30 PM Central Standard Time - Feb 05, 2024 07:30 PM Central Standard Time
9999 Westheimer Rd Houston, Texas , 77042

We will discuss RBC Wealth Management’s 2024 outlook, including our
thoughts on if the markets will be more favorable in the next year. We will
also discuss why dividends are important and provide insight on fixed
income markets.

Dinner provided!

2024 Market Outlook Event - Daytime Session

Feb 05, 2024 10:00 AM Central Standard Time - Feb 05, 2024 11:00 AM Central Standard Time
12777 Queensbury Lane Houston, Texas , 77024

We will discuss RBC Wealth Management’s 2024 outlook, including our
thoughts on if the markets will be more favorable in the next year. We will
also discuss why dividends are important and provide insight on fi xed
income markets.

Snacks and beverages provided!

The Friedman-Sepolio Wealth Management Group

We take the time to learn about YOU

Become a client

Our mission statement

Rick Friedman named a Forbes Best-In-State Wealth Advisor

Money Mondays Webinar Series!

The Retirement Paycheck

Rewriting Retirement

2024 Market Outlook Event - Evening Session

2024 Market Outlook Event - Daytime Session

Meet the team

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

Latest Insights

Keep your holiday shopping merry by warding off fraudsters

Bulletin Board

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