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10001 Woodloch Forest Dr, Suite 550, The Woodlands, TX 77380

281-362-1995
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A Multitude of Meanings

This infographic is composed of five images with accompanying text. The images are stacked vertically with the text across each image. The background displays an Autumn vector style imagery while the foreground displays text and people. The first image reads: Thanksgiving is a time to. The background image is of a daytime sky, with leaves dancing in the wind, and a tree on the left hand side. This infographic is composed of five images with accompanying text. The images are stacked vertically with the text across each image. The background displays an Autumn vector style imagery while the foreground displays text and people. The first image reads: Thanksgiving is a time to. The background image is of a daytime sky, with leaves dancing in the wind, and a tree on the left hand side. The second image continues the sentence: Connect with family both near and far. The background image continues the evening scene with mountains, houses, trees, and hills in the background. In the foreground there are images of a family of four preparing dinner. And another image of a mother, holding a fresh pie and embracing her daughter. The second image continues the sentence: Connect with family both near and far. The background image continues the evening scene with mountains, houses, trees, and hills in the background. In the foreground there are images of a family of four preparing dinner. And another image of a mother, holding a fresh pie and embracing her daughter. The third image has the following text: Share a heartfelt feast with friends. The background image displays skyscrapers and leaves around the text. The foreground displays an image of a family of three at the dinner table. And another image of a family holding hands around a table, ready to feast. The third image has the following text: Share a heartfelt feast with friends. The background image displays skyscrapers and leaves around the text. The foreground displays an image of a family of three at the dinner table. And another image of a family holding hands around a table, ready to feast. The fourth image has the following text: And dedicate time to those who need it most. The background image is a cozy neighborhood with trees and houses. The foreground image displays volunteers, which includes two people smiling, getting ready to pass out food. And an older and younger generation painting together. The fourth image has the following text: And dedicate time to those who need it most. The background image is a cozy neighborhood with trees and houses. The foreground image displays volunteers, which includes two people smiling, getting ready to pass out food. And an older and younger generation painting together. With leaves dancing in the wind, the last image has the following text: Happy Thanksgiving. With leaves dancing in the wind, the last image has the following text: Happy Thanksgiving.

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Office: 281-362-1995

10001 Woodloch Forest Dr

Suite 550

The Woodlands, TX 77380

MyTeam@swealthadvisor.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through Arbor Point Advisors, Inc.  Arbor Point Advisors and Securities America are separate entities.

  • The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.