Reach out
If you would like to learn more about our services, come to our next event, or to request a speaker, we welcome your phone call at 713-581-1994. We have also included a contact form below for your convenience. Please let us know if we can do anything else right now to be of service.
Address & Directions
The Warrant Building
1010 N. San Jacinto, Suite 200
Houston, Texas 77002
713-581-1994
admin@manskewealth.com
If coming in on I-10, take exit 769C for McKee St/ Hardy St and continue straight onto Nance St. Take your first major left onto Hardy St (if you get to Elysian St, you’ve gone too far). After turning onto Hardy St, continue over the bridge and make the first left onto Providence St which is also the feeder for the highway. Stay on the feeder (do not take the ramp) and continue following signs for “To Downtown.” Stay left to go under the highway and, at the stoplight, the building is visible ahead on your left. Continue straight and turn into our gated parking lot which is just past the public parking lot on your left. You will need a code to enter – if you don’t have one, just call us from the driveway at the gate. Park wherever convenient in the private, video-surveilled lot and enter the building. Our suite is on the right.
If coming in on Hwy 59, exit at I-10 going west toward San Antonio. Take your first exit, 769B for San Jacinto St/ Main St, and continue along the feeder following signs for “To Downtown.” Stay left to go under the highway and, at the stoplight, the building is visible ahead on your left. Continue straight and turn into our gated parking lot which is just past the public parking lot on your left. You will need a code to enter – if you don’t have one, just call us from the driveway at the gate. Park wherever convenient in the private, video-surveilled lot and enter the building. Our suite is on the right.
Bring with you
Many of our clients have benefited greatly from having these documents with them to assist our discussion as it ranges from general ideas to their specific questions and situations.
- Current federal and state tax returns
- Most recent bank account statements
- Most recent employee benefit statements
- Most recent mortgage statements
- Most recent student loan statements
- Most recently auto/home insurance policies
- Most recent mutual fund statements
- Any current Certificates of Deposit
- All life/disability insurance policies
- Trust and Will documents
- All IRA or pension account statements
- Most recent brokerage account statements
- All annuity contracts and policies
- Any unit investment trust statements
- Any hedge funds/futures/commodities statements
- List of all common stocks personally held
- List of all municipal bonds personally held
- List of all US Treasuries personally held
Possible questions
- Retirement planning, IRAs/Roth IRAs, 401(k)s
- Controlled & restricted stock sales
- Rule 144, Section 16, 10b5-1 plans for executives
- Employee stock option planning
- How to find a Financial Advisor
- College planning services
- Long-term health care, insurance needs
- Estate planning services
- Trust services
- Jewels, art, and other non-traditional holdings
- How rebalancing increases return
- How dollar-cost-averaging lowers risk
- Business insurance, succession planning
- Equity issues, preferred stock questions
- Corporate and/or tax-free bonds
- Tax-deferred annuities
- Mutual Funds vs. ETFs
- Institutional money managers
- Explanation of advisor fees
- U.S. Treasuries