Serving the Bentwater Community
Financial Advisor for Bentwater, TX Residents
Jeremy J. Walker, CRPC®, AWMA®, President & Managing Partner of Maverick Wealth Management, helps Bentwater homeowners plan for retirement income, estate transfer, and long-term wealth management — from a Montgomery, TX office just minutes from the gate.
Schedule a ConsultationLocal Guidance for Bentwater's Lake & Golf Community
Bentwater is a private, gated golf and lake community on Lake Conroe within Montgomery, TX. Many residents are in or approaching retirement and want a financial plan built around their specific goals — not a one-size-fits-all model. Maverick Wealth Management listens first, then builds a plan tailored to your life.
Whether you're drawing down retirement accounts, transferring wealth to the next generation, or simply want a second opinion on your current strategy, Jeremy and the Maverick team are a short drive away on Hwy 105.
Montgomery, TX Office
Maverick Wealth Management
15264 Hwy 105, Suite 170
Montgomery, TX 77356
How We Help
Wealth Management for Bentwater Homeowners
Retirement Income Planning
As a CRPC® (Chartered Retirement Planning Counselor), Jeremy builds a personalized plan to help your savings last through a full, active retirement on the lake.
Estate & Generation Planning
Wills, Revocable Living Trusts, and Powers of Attorney to help protect your Bentwater legacy.
Wealth Management
Asset management strategies reserved for accredited investors that include private market, hedge funds, options, shorting, and risk management based on correlation rather than a pie chart.
Let's Talk, Bentwater
Schedule Your Complimentary Consultation
No obligation — just an honest conversation about your retirement and wealth management goals.
Schedule a Consultation