We take the time to learn about YOU


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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.”


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

At The Friedman - Sepolio Wealth Management Group we are very proud that Financial Advisor Rick Friedman was named one of Forbes Best-In-State Top Wealth Advisors in 2020, 2021, 2022 and 2023.  It’s an honor to have a teammate recognized as one of the best in the industry—because it means we are serving our clients well.

Congratulations, Rick!

Money Mondays Webinar Series!

Jan 01, 2025 12:00 AM Central Standard Time - Dec 31, 2025 11:59 PM Central Standard Time
Location To Be Determined

Please join us throughout 2025 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

2024 Market Outlook Event - Evening Session

Jan 27, 2025 06:00 PM Central Standard Time - Jan 27, 2025 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!


2025 Market Outlook Event - Daytime Session

Jan 27, 2025 10:00 AM Central Standard Time - Jan 27, 2025 11:00 AM Central Standard Time
12777 Queensbury Lane Houston, Texas , 77024

We will discuss RBC Wealth Management’s 2025 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!


Meet the team

Learn more about The Friedman-Sepolio Wealth Management Group

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 »

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025

Learn more about our seminars and events

Latest Insights

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How to incorporate Responsible Investing into annual planning

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

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