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independent women

business owners

energy executives

affluent families

Helping You Gain Confidence In Managing Your Wealth

  • Do you and your advisors follow a coordinated and comprehensive approach to your financial life?
  • Do you feel confident that you are hedged against downside risks?

The Professionals at Whiteside Wealth Management, Inc. Help You Manage Having Money

Many advisors can help you manage your money. We also help you manage having money. What's the difference?

You are no longer hurt by a piecemeal and fragmented approach to your investments. Instead, you can take advantage of an experienced advisor by your side to coordinate the work of your CPA, attorneys and other advisors.

You are not stuck in a passive, reactive approach to shifts in your personal situation or swings in the world economy.

First and foremost, through the 5 Cs of the Wealth Management Process you can gain greater confidence in your financial future.

How Our Process Can Help You Prevent Making Mistakes With Your Wealth

Our wealth management process helps to ensure that you are financially organized, aware of what you are invested in and why, and are adapting to the changes in the financial markets and tax laws.

The absence of any one of these 5 critical steps could put your financial freedom at risk. Simply, our disciplined approach provides a process and strategies that can assist in preserving and investing your wealth.

Your invitation to Take the Next Step

We invite you to discover more about our time-tested process of wealth management and disciplined investing
by requesting a no-obligation
Second Opinion.

For These Volatile Times, Is Your Portfolio Structured As It Should Be?

A Second Opinion For The Friends And Family Members Of Our Clients

Second Opinion


Current Challenges

How Much Is Enough?

How Safe Are Your Municipal Bonds?

What is Your Income Generation Strategy?

How Should You Respond to Volatility?

How Will the Load of Rising Inflation Affect Your Portfolio?

How Will the Federal Deficit Affect Your Wealth?


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Whiteside Wealth Management, Inc.
3104 Edloe St., Suite 310
Houston, TX 77027
Phone (713) 621-3500
Fax: (713) 621-3513

Email: info@whitesidewealthmanagement.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through
RAYMOND JAMES FINANCIAL SERVICES, INC.
Member FINRA/SIPC

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