Criswell Investments
Strategic Wealth Management & Investment Services in Houston, TX
Portfolio Management
Custom investment strategies tailored to your financial goals and risk tolerance.
About Us
Your trusted investment advisors serving Houston and beyond
Criswell Investments delivers exceptional wealth management and investment services to clients throughout Texas, helping them build and preserve financial security.
- Experienced financial advisors with industry certifications
- Competitive investment options with transparent pricing
- Local experts understanding Texas investors' needs
We specialize in comprehensive investment planning for clients of all types, from retirement planning to wealth building and estate preservation. Our team provides end-to-end support, from initial consultation to ongoing portfolio management, ensuring your financial strategy exceeds expectations. Serving Houston, Texas, and surrounding areas.
Read MoreSatisfied Clients
Portfolios Managed
Investment Strategies
Years Experience
Expertise in Wealth Management
Our reputation is built on trust, performance, and exceptional client service.
- 12+ years serving Texas investors
- Attention to detail in every portfolio
- Commitment to finding the perfect investment strategy
From retirement planning to wealth preservation and growth strategies, we provide complete investment services with careful analysis, expert advice, and personalized attention. Our financial specialists stay current with market trends and economic developments to optimize your financial strategy.
Testimonials
What our clients say about our services
Criswell Investments managed our retirement portfolio with exceptional expertise. Their strategic approach delivered impressive results while managing risk effectively.
Robert Johnson
Retirement Client
We've trusted Criswell with our investments for five years now. They understand our financial goals and work diligently to optimize our portfolio performance.
Sarah Williams
Wealth Management Client
Our investment strategy with Criswell exceeded our expectations. The team was respectful of our risk tolerance and provided thorough documentation and regular updates.
Michael Davis
Investment Client
As an experienced investor, I partner with Criswell Investments for all my wealth management needs. They're reliable, knowledgeable, and their recommendations always deliver value.
James Wilson
Long-Term Client
They managed a complex investment portfolio for our family trust. The coordinator kept us informed throughout and the performance was outstanding.
Lisa Thompson
Estate Planning Client
Our Services
Comprehensive investment solutions for clients throughout Texas
Investment Management
Custom portfolio strategies tailored to your financial goals and risk tolerance.
Tax Efficiency Strategies
Investment approaches designed to minimize tax liabilities and maximize returns.
Personalized Advisory
One-on-one financial guidance tailored to your unique circumstances and goals.
Ready to Secure Your Financial Future?
Contact Criswell Investments today for a complimentary consultation. Our team is ready to create the perfect investment strategy for you with personalized service and expert guidance.
Start PlanningOur Team
Meet the experienced financial advisors behind Criswell Investments
Christopher Wells
Investment Director
Sarah Chen
Wealth Advisor
Michael Rodriguez
Portfolio Manager
Jennifer Parker
Client RelationsFrequently Asked Questions
Common questions about our investment services
What types of investments do you manage?
We manage diverse investment portfolios including stocks, bonds, mutual funds, ETFs, real estate investments, and alternative assets tailored to your risk tolerance and financial goals.
How much do I need to start investing with you?
We work with investors at various levels. Our minimum investment requirement depends on the service package, but we offer options for both new and experienced investors.
What is your investment philosophy?
We believe in disciplined, long-term investing based on thorough research and diversification. We focus on quality assets, risk management, and adapting strategies to changing market conditions.
How often will I receive performance reports?
We provide quarterly performance reports and regular portfolio reviews. Clients also have online access to their accounts 24/7 and can schedule consultations whenever needed.
Do you offer retirement planning services?
Yes, retirement planning is a core service. We help clients develop comprehensive strategies for retirement savings, income planning, and wealth preservation during retirement.
What happens if I need to access my funds quickly?
We maintain liquidity appropriate to each client's needs and include emergency fund planning in our strategies. The accessibility of funds depends on the specific investments in your portfolio.