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About Us

Building lasting financial futures through personalized investment strategies and trusted guidance

Your Trusted Financial Partners in Houston

Vaught Investment Group has been serving clients in Houston and beyond with comprehensive financial planning and investment management services. Our commitment to excellence and client-focused approach sets us apart in the financial industry.

Located in the heart of Houston, TX, we understand the unique financial landscape of our region and provide tailored solutions that help our clients navigate market complexities while working toward their long-term financial objectives with confidence and clarity.

At Vaught Investment Group, we believe that financial success comes from careful planning, disciplined investing, and building strong, lasting relationships with our clients.

  • Personalized investment strategies tailored to your goals
  • Comprehensive retirement and estate planning services
  • Ongoing portfolio management and performance monitoring to ensure your investments align with your financial objectives and risk tolerance.

Our team of experienced financial professionals is dedicated to providing you with the guidance and support needed to make informed financial decisions. We take the time to understand your unique situation and develop strategies that help you work toward financial independence.

01

Expert Guidance

Our seasoned financial advisors bring years of experience and deep market knowledge to help you navigate complex investment landscapes with confidence.

02

Personalized Strategies

We create customized financial plans that align with your unique goals, risk tolerance, and timeline, ensuring your investments work effectively for you.

03

Comprehensive Approach

From retirement planning to wealth preservation, we offer holistic financial solutions that address all aspects of your financial life and future aspirations.

Satisfied Clients

Assets Managed

Years Experience

Financial Experts

Our Services

Comprehensive financial solutions designed to help you achieve your investment goals and secure your financial future

Investment Management

Professional portfolio management with diversified investment strategies designed to grow your wealth while managing risk according to your objectives.

Retirement Planning

Comprehensive retirement strategies including 401(k) rollovers, IRA management, and income planning to ensure a comfortable and secure retirement.

Estate Planning

Strategies to protect and transfer your wealth to future generations, including trust services and legacy planning tailored to your family's needs.

Tax Planning

Strategic tax-efficient investment approaches designed to minimize tax liabilities and maximize after-tax returns on your investments.

Wealth Management

Holistic financial planning that integrates all aspects of your financial life to help you build, preserve, and transfer wealth effectively.

Business Planning

Financial strategies for business owners including succession planning, executive benefits, and corporate investment management services.

Our Team

Meet our experienced financial professionals dedicated to helping you achieve your financial goals

Michael Vaught

Founder & Senior Financial Advisor

Sarah Johnson

Portfolio Manager

Robert Chen

Retirement Planning Specialist

Frequently Asked Questions

Common questions about our financial services and investment approach

What types of investment strategies do you offer?

We offer a range of investment strategies including growth investing, value investing, income-focused portfolios, and socially responsible investing. All strategies are customized to align with your risk tolerance, time horizon, and financial objectives.

How do you charge for your financial services?

Our fee structure is transparent and based on assets under management. We believe in aligning our success with yours, so our fees are directly tied to the performance and growth of your portfolio. We provide detailed fee disclosures during our initial consultation.

What is your approach to risk management?

We employ a disciplined risk management approach that includes diversification across asset classes, regular portfolio rebalancing, and ongoing monitoring. We work closely with you to understand your risk tolerance and ensure your investments align with your comfort level and financial goals.

How often will we review my portfolio and financial plan?

We conduct formal portfolio reviews quarterly and provide comprehensive financial plan updates annually. However, we're available for consultations whenever your financial situation changes or you have questions about your investments and financial strategy.

Do you work with clients who have smaller investment portfolios?

Yes, we work with clients at various stages of their financial journey. While we have minimum account requirements for comprehensive wealth management, we offer consultation services and financial planning for clients who are beginning to build their investment portfolios.