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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear 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

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Steven Herzog

Steven A. Herzog

Managing Director - Financial Advisor, Senior Consulting Group

713-623-9260 832-986-9487
Email |
Walker Herzog

Walker A. Herzog

Financial Advisor

713-623-9265 713-725-9037
Email |

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