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6526 Greatwood Parkway, Unit C, Sugar Land, TX 77479

(713) 960-6949
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About

Patterson Capital is a South Texas-based financial services group that provides a comprehensive range of financial services to clients. We cater to clients between the ages of 45 and 85, putting equal emphasis on asset growth and sound retirement planning.

A Diverse Strategic Approach

A Diverse Strategic Approach

Our financial practice focuses on mature clients who wish to save and grow their wealth in anticipation of retirement and other life changes. We offer traditional financial planning strategies, retirement income analysis, distribution planning strategies, and estate planning strategies. In particular, we address such matters as:

  • Retirement income distribution planning strategies that address the issues that may cause one to outlive his or her assets.
  • Asset allocation strategies that lower risk and may lead to higher asset growth over time.*
  • Estate planning strategies that allow clients to effectively and tax-efficiently pass assets to heirs.


*Asset allocation does not ensure against a loss or guarantee a profit

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards. 

I invite you to check out all the material on my website. If something prompts a question, please send me an email or call the office. 

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