Robertson Wealth Management, established in 1994 and headquartered in Houston, Texas, is a fee-only registered investment adviser offering comprehensive financial services to families, foundations, and global institutions. The firm provides discretionary and non-discretionary investment management, family office services, and financial advisory solutions, with expertise spanning public equity, fixed income, private equity, venture capital, real estate, and natural resources.

Their multidisciplinary approach includes wealth and income preservation strategies, succession planning, family governance, and educational initiatives for rising generations. Additionally, Robertson offers independent business advisory and corporate financial services, advising clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as various corporate transactions.

With a legacy rooted in investing substantial capital alongside clients, the firm emphasizes a client-focused, results-driven philosophy aimed at building and sustaining wealth across generations.