Who We Are
VWM Advisors, LLC. is a Texas and Louisiana Registered Investment Advisory Firm that serves affluent families as well as trusts, endowments, and corporate entities.
At VWM Advisors, we speak the language of Partnership. What does that mean?
The “Language of Partnership” is simple and direct. It transforms common words into the framework on which life-long relationships are built. While all words have meaning, it is the speaker that gives them context and credibility.
So when we say “we will” – we do. When we say “we will not” – we do not.
In short, a true partner is someone that you can count on – every time.
Integrity, honesty, independence, trust and fidelity are not just words. They form the basis of our entire business model. We thank you for taking the time to learn more about us. We are sure that the more you know, the better we look.
Contact Us
Our Services
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Helpful Content
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Buying a Home
A look at what you need to think about when buying a home.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.