Your Montgomery, TX Office
WEALTH MANAGEMENT, LOCAL TO MONTGOMERY
Financial Advisor in Montgomery, TX
Jeremy J. Walker, CRPC®, AWMA®, President & Managing Partner of Maverick Wealth Management, provides wealth management, retirement income planning, and estate planning to Montgomery, TX families and retirees — including neighbors in Bentwater and Walden — from a local office right here on Hwy 105.
Montgomery, TX Office
Maverick Wealth Management
15264 Hwy 105, Suite 170
Montgomery, TX 77356
Maverick Wealth Management, 15264 Hwy 105, Suite 170, Montgomery, TX 77356
Nationally Recognized, Now Local
A Nationally Recognized Advisor, Right Here in Montgomery
Montgomery, TX residents don't have to drive into the city for credentialed, nationally recognized wealth management guidance. Jeremy Walker holds the CRPC® (Chartered Retirement Planning Counselor) and AWMA® (Accredited Wealth Management Advisor) designations and has been featured for his work across the financial industry — now bringing that same guidance to Montgomery, Bentwater, and Walden families.
2020 Top 100 Most Influential People in Finance
2024 Top 5 Most Influential Leaders in Wealth Management, CIO Views
5 Star Wealth Manager Award, 2012–Present
100 Magazine's Top 100 in Finance Spring 2020 winners are determined using proprietary software or nomination and announced in March 2020. This award is not indicative of investment performance. For more information regarding the selection process, see https://www.thetop100magazine.com/faq. CIO Views Magazine's Top 5 Most Influential Leaders in Wealth Management was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm; award received September 2024. This award is not based on investment performance.
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How We Help
Wealth Management Services for Montgomery, TX
Tailored financial guidance for affluent individuals and families across Montgomery County
Retirement Planning
A personalized roadmap for Montgomery-area retirees and pre-retirees, built around your timeline, income needs, and goals — not a cookie-cutter model.
Retirement Income Planning
Strategies designed to answer two questions every Montgomery client asks: how much do I need, and how long will it last?
Estate & Generation Planning
Wills, Revocable Living Trusts, and Powers of Attorney to help preserve what you've built for the next generation.
Medicare & Health Insurance
Clear, jargon-free guidance through Medicare Parts A, B, C, D, and Medigap so you choose coverage with confidence.
Right In Your Neighborhood
Serving Montgomery, TX & Nearby Lake Communities
From our Hwy 105 office, we're proud to work with families throughout Montgomery, TX and the surrounding Lake Conroe communities.
Bentwater, TX
Retirement income planning, estate planning, and wealth management for Bentwater's lake and golf community residents.
Financial Advisor for Bentwater, TXWalden, TX
Personalized retirement and wealth planning for Walden homeowners on Lake Conroe, just minutes from our Montgomery office.
Financial Advisor for Walden, TXCommon Questions
Montgomery, TX Client FAQs
Let's Talk, Montgomery
Schedule Your Complimentary Consultation
Meet with Jeremy Walker at our Montgomery, TX office to discuss your retirement, estate, and wealth management goals — no obligation.
Schedule a Consultation