• Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk
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Wealth Management | The Sum

Wealth Management | The Sum

The Woodlands TX

  • Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk

Let’s Talk

Let’s Talk

We are based in The Woodlands, TX near Houston and serve clients throughout the nation. We’re proud to approach this industry in a different way, and if we sound like the kind of firm you’ve been looking for, we’d love to talk.

281.940.4859

info@TheSumPlanning.com

4526 Research Forest Dr,
Suite 240
The Woodlands, TX 77381

The Sum Planning


Call: 281.940.4859
Email: info@TheSumPlanning.com

4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381

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