Lake Conroe shoreline near the Bentwater community in Montgomery, Texas

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.

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Local 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

Jeremy J. Walker, CRPC®, AWMA®

How We Help

Wealth Management for Bentwater Homeowners

Retirement Income Planning

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.

Asset Management

Correlation-based portfolio strategies, including private market options, for accredited investors.

Let's Talk, Bentwater

Schedule Your Complimentary Consultation

No obligation — just an honest conversation about your retirement and wealth management goals.

Schedule a Consultation