Herbig Wealth Management works with individuals, families, business owners, and nonprofits across Houston and beyond — from those just starting to build wealth to those managing complex, multi-generational financial situations.
High-income executives face a unique set of financial challenges: concentrated equity positions, complex compensation structures, deferred income, and the need to convert earnings into lasting wealth efficiently. We specialize in the intersection of compensation planning, tax strategy, and long-term wealth management.
Business owners often have most of their net worth tied up in their company — and no clear plan for what comes next. We help owners separate personal wealth from business risk, design tax-efficient retirement plans for their team, and plan for eventual transitions whether that means a sale, succession, or transfer to family.
Clients with significant investable assets need more than portfolio management — they need a fully integrated financial strategy that minimizes taxes, manages complexity, and positions wealth to last across generations. We deliver that coordination with the personal attention of an independent advisor, not the scale of a wirehouse.
Retirement brings a new set of financial challenges: sustainable income, healthcare costs, RMD management, and the desire to leave something meaningful behind. We help retirees and their families navigate the distribution phase with confidence — spending intentionally without fear of running out.
Nonprofits and foundations deserve the same quality of financial stewardship as individual clients. We help organizations invest their assets responsibly, design retirement plans for their staff, and advise boards on fiduciary responsibilities — so leadership can stay focused on mission.
You don't need to be wealthy to benefit from great financial advice — in fact, the earlier you start, the more it matters. We work with young professionals and growing families who want to build smart habits, maximize their savings, and make confident financial decisions from the start.
Houston is the energy capital of the world — and its workforce has some of the most complex financial situations in any industry. Pension options, deferred compensation, equity grants, and concentrated positions in employer stock require specialized expertise. Herbig Wealth Management has deep familiarity with the compensation structures of the region's major energy employers.
If you're not sure whether we're the right fit, let's talk. No pressure, no obligation.