Wednesday, April 1, 2020
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
4801 Woodway Drive, Suite 305W
Houston, TX 77056

SMART Plan Minimize

Putting the plan into action.

  • Implementation of strategies with your approval. We don’t take any action until you approve.
  • Realignment as your life circumstances change.
  • Consolidate assets for ease of management, where appropriate.
  • Put in place new blocks of capital to assist in removing uncertainty from your future.

 For business owners:

We specialize in business transition strategies. Whether you decide to sell or to stay and expand your company, SMART Group Houston can provide guidance and strategies to help you maximize your business wealth creation and help you keep more of what you earn.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

This is not a CPA firm.
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