Serving with loyalty & professionalism


Our team focuses on helping successful people like you preserve your wealth, and share it with the people and causes you care about most. We believe your ability to achieve important financial goals begins with a customized wealth plan, and you can benefit from established, disciplined investment strategies delivered with a high level of service and integrity.

Investment philosophy

Our mission is to understand your goals and aspirations, and focus on what’s important to you. By thoroughly understanding your financial needs, defining what is most important to you, and formulating strategies suited for those needs, we can create a wealth management plan to help you simplify your life and reach your goals.

Proud to work with a nationally-recognized teammate

At the Herzog Investment Group, we are proud to announce that Steven Herzog has been named as a Barron's Top 1,200 Advisor in 2019 and 2020. It is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

About RBC Wealth Management

At RBC Wealth Management, we’ re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

Meet the team

Learn more about the Herzog Investment Group

Steven Herzog

Steven A. Herzog

Managing Director - Financial Advisor, Senior Consulting Group

713-623-9260
Email |
Walker Herzog

Walker A. Herzog

Financial Advisor

713-623-9265
Email |

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