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Bert Boutte

Here to act in your best interests

About me

I enjoy working in the financial industry, helping families understand and plan for all aspects of their retirement puzzle. It's exciting to put the pieces together and provide solutions to their unique financial situations. After work, you'll find me on our local cycling trails enjoying the outdoors.


Chartered Retirement Planning Counselor™


Bachelor of Fine Arts, University of Southwest Louisiana

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Visit one of our Locations

Houston III - Sugar Land

1600 Highway 6
Suite 450
Sugar Land, TX 77478

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Houston V - Houston (South)

1885 St. James Place
Suite 1340
Houston, TX 77056

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning