About WB Wealth Management

Our Firm

WB Wealth Management is an independent, private wealth management firm. Our services include fee-based financial consulting, financial planning, and continuously managed investment portfolios.  Our principle-based investment philosophy aims to achieve steady, long-term growth of wealth portfolios through the careful study of market information, sound reasoning, and decisive action.  As a Registered Investment Adviser, we are committed to serving the interests of you, our client, above all others.  Headquartered near Houston in The Woodlands, Texas, WB Wealth Management serves a diverse client-base in the US and internationally.

Recognized Expertise

As a recognized expert on a variety of economic issues, our opinions have appeared in numerous online and print publications.

Rare and Insightful Analysis

Applying the knowledge of “Austrian”  economics to the challenges of real-world investing is our forte. Unlike many others, who missed the signs of 2007 recession, we identified the developing problems well in advance of the collapse. Furthermore, in 2009 and subsequent years, we continued to warn of the severity of the issues while others cheered the end of the recession, giving credit for the recovery to the taxpayer-sponsored stimulus.

Mainstream Analysis

LA Times, September 21, 2010

Mark Zandi, chief economist at Moody’s Analytics, said it was noteworthy that the panel settled on June, as it was during that month that the spending from the Recovery Act stimulus was at its maximum.

“One conclusion is that the stimulus played an important role in bringing the recession to an end,” said Zandi . . .

WB Wealth Management:

  • Oct. 8, 2009 Commentary: The Dubious “GDP Recovery”
    “The data, which at first glance appear contradictory, paint a consistent and painful picture of a failing economy.”
  • Nov. 5, 2009 Commentary: The O-Shaped Recovery
    “[E]ach successive stimulus adds to the degenerating stock of mal-invested capital, in effect compounding the problem and finally resulting in more business failures, more job losses, more government debt, and, in the worst case, a monetary catastrophe.”
  • Apr. 4, 2010 CNN650 radio with Kevin Price
  • Jun. 5, 2012 IB Times interview: US Economists Warn The Fed Is Setting Us Up For Deflation
    “[A]s soon as the government stops the expansion, you are going to hit one of these deflationary corrections with all of the nasty business cycles that accompany it”

Our Partners

Brokerage service is provided through Shareholders Service Group. Securities clearing and custody are provided by Pershing LLC. Research and reporting are provided by Morningstar. Physical precious metals are available through The Woodlands Bullion Company.

Account Protection

Securities Investors Protection Corporation (SIPC)

SIPC is the first line of defense in the event a brokerage firm fails owing customers cash and securities that are missing from customer accounts. Although not every investor is protected by SIPC, no fewer than 99 percent of persons who are eligible get their investments back from SIPC. From its creation by Congress in 1970 through December 2011, SIPC advanced $1.8 billion in order to make possible the recovery of $117.5 billion in assets for an estimated 767,000 investors.

If sufficient funds are not available in the firm’s customer accounts to satisfy claims within these limits, the reserve funds of SIPC are used to supplement the distribution, up to a ceiling of $500,000 per customer, including a maximum of $250,000 for cash claims.

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