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, 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!


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 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Meet the team

Learn more about The Friedman-Sepolio Wealth Management Group

Learn more about our seminars and events

Latest Insights

A group of people talking at a table

Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Read more

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Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Tune in to listen to Rick, Clint and Braxton on Your Money

We are proud to announce the launch of the new live radio broadcast Your Money, hosted by our very own Rick Friedman, Clint Sepolio and Braxton Mouton.  The show airs Monday through Thursday at 6pm CDT on am700KSEV. We invite you to listen in and then contact us to let us know what you think.