WEALTH ADVISOR | CFP®, CRPC®
Ron is dedicated to delivering highly responsive and individualized strategies to clients, using a focused, objective planning process. His practice focuses on serving high-net worth corporate executives, business owners, and families across the country. He is committed to building strong, lasting relationships by delivering goal-oriented results and exceptional client service. Ron and his team make the promise to thoroughly familiarize themselves with our client’s needs and aspirations.
Whether you want to preserve and build your wealth, plan for the financial well-being of the next generation, or manage investment risk, his team has the experience and resources necessary to assist.
Ron Sauvageau holds both the CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Plan CounselorSM designations. Ron graduated with honors from the University of Minnesota with a degree in Applied Economics and holds a Certificate of Advanced Education in Financial Planning from Rice University. LPL Financial holds Ron’s Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) registrations.
Areas of specialization and expertise:
- Restricted stock and stock option plan development/execution
- Comprehensive financial & retirement planning
- Investment allocation & risk Management
- Alternative investments: Private Equity, Managed Futures, Real Estate
Ron and his family moved to Houston from Minneapolis in the year 2000 and are now proud to call Texas home. Away from the office, Ron enjoys coaching sports, playing golf, reading, and staying healthy.