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patrick.purcell@protoswealthmanagement.com | 281-436-7307
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Protos Wealth Management

Helping You Prepare

for financial independence

Helping Provide Financially

sound retirement solutions.

A Client-Focused

personalized approach.

  • Financial Services
  • Income Planning
  • Retirement Planning
  • Social Security
  • Wealth Management

Color of Money Risk Analysis

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Income Planning

Income
Planning

Income planning for retirement can be a daunting task because there’s a lot to learn. At Protos Wealth Management we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.



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Financial Services

Financial
Services

We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.


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Retirement Planning

Retirement
Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.


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Protos Wealth Management

Patrick Purcell is an investment advisory representative of Gradient Advisors, LLC, an SEC registered investment advisor. He serves Houston, Texas and the surrounding communities and provides financial planning and asset management. Making strong commitments to our clients and building life-long relationships are the tenets of our success.

We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams through an open and transparent process to achieve financial independence. As a fiduciary, Patrick Purcell is legally obligated to put our clients’ interests first.

We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Social Security

Social Security

Generational Vault

Generational Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible!

Generational Vault is a virtual “safety deposit box” for storing and viewing important documents.

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Our Services

  • Financial Services
  • Income Planning
  • Retirement Planning
  • Social Security
  • Wealth Management

Contact

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281-436-7307
patrick.purcell@protoswealthmanagement.com

Patrick S Purcell offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Protos Wealth Management is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Patrick S Purcell, independent agent.

Protos Wealth Management, Patrick S Purcell and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Patrick S Purcell, and our editorial staff.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Patrick S Purcell, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.