Discovery Point Wealth Advisors - Houston, TX: Ameriprise

Team photo for Discovery Point Wealth Advisors

Client Satisfaction 5.0 / 5 rating based on 36 reviews
See disclosures

What we do

We offer personalized financial advice based on your goals and provide an upfront overview of costs.
Get started
Introduce us

If you know someone who has financial questions, please let them know about our practice.
Refer us
Connect with us

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

About Discovery Point Wealth Advisors

We have helped clients navigate challenges including the tech bubble, the great recession, COVID, and everything in between. These experiences have taught us what can work and how to help keep clients focused on their financial goals. Our services include financial planning, tax, investment and business planning strategies. We provide holistic advice and personal and proactive communication to help clients simplify their finances so they can feel more confident about achieving their goals.

November 18, 2024

Now Playing

Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

November 05, 2024

What interest rate cuts may mean for investors October 14, 2024

View more markets and economic insights

The Discovery Point Wealth Advisors team would like to congratulate Richard Dvorak on being named to the 2024 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Do You Have a Wealth Gap?

Do You Have a Wealth Gap?

Learn what a wealth gap is and what you need to do about it.

(1:24)

Succession Planning

Succession Planning

Here are my top reasons why you need a succession plan.

(2:48)

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Financial Advisors Who Understand You and the Markets

Financial Advisors Who Understand You and the Markets

Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today: https://www.ameripriseadvisors.com/ (0:15)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach. With regular reviews of your goals and progress, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and in control of your financial life. (1:49)