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RHP Wealth Management

EST. AUM
$344,799,694

CONTACTS

CLIENT ACCOUNTS
643

Firm Details

Metro area Houston
CRD Number 304735
Website royalharborpartners.com
Client types

Overview

Royal Harbor Partners LLC (RHP Wealth Management) is a Houston-based independent, fee-only registered investment adviser founded by Glenn Royal (CIO), Michele Jones (CWMO), and Natalie Picha (CXO). Operating as a fiduciary, the firm prioritizes a “people over money” philosophy, delivering goals-based financial planning that aligns investment strategies with clients’ life milestones and personal values. The firm offers a comprehensive suite of services, including retirement income optimization, multi-generational wealth transfer, and executive financial planning for C-suite leaders and business owners. Its investment approach is research-driven and disciplined, utilizing proprietary models across equities and fixed income within a broad, strategic framework to navigate market volatility.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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