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Houston, TX

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

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At AssuredPartners we welcome the opportunity to act as your retirement plan advisor partner. We began with a mission to help plan sponsors and individual investors meet and exceed their retirement plan needs and obligations and to do it with the utmost professionalism and uncompromising integrity. We do this as an independent investment advisory firm. This means we have no particular affiliation with any providers and do not accept commissions or have conflicts of interest. Our sole focus is to represent the best interests of our clients' retirement plans—the plan participants and beneficiaries. Our no-holds-barred service culture means everyone goes the extra mile. Put this together with game-changing business innovation, and you get results. We are thankful to have been recognized for our efforts, including PLANSPONSOR magazine naming us the inaugural "Retirement Plan Adviser Multi-Office Team of the Year," Inc. Magazine acknowledging us as one of the fastest-growing companies in America[1], and the CEFEX Certification Board recognizing us as a CEFEX certified firm meaning we have passed the assessment process for quality management system auditing. We take pride in our work and look forward to growing with you.

OFFICE LOCATIONS

Houston, TX

840 Gessner Dr.

Suite 700

Houston, TX, 77024

713-777-8100
fri7:30 AM - 4:00 PM
satClosed
sunClosed
mon7:30 AM - 4:00 PM
tue7:30 AM - 4:00 PM
wed7:30 AM - 4:00 PM
thu7:30 AM - 4:00 PM

MEET THE TEAM

Susan Sánchez ARPC, AIF®, CPFA

Susan Sánchez ARPC, AIF®, CPFA

Employee Benefits - Sales

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.