Take the first step toward reaching yourFinancial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

October 5
Tax & Financial Planning Seminar
6:30 pm | Campioni Italian Restaurant 13850 Cutten Rd.
Houston, TX 77069 United States
Register
October 10
Tax & Financial Planning Seminar
6:30 pm | Campioni Italian Restaurant 13850 Cutten Rd.
Houston, TX 77069 United States
Register

Back to School Drive

The Wehrly Group hosted a school supplies drive for kids in BEAR- a non-profit organization for kids in CPS custody. After the drive, staff volunteered to stuff and distribute backpacks. Each year, BEAR aims to provide over 5,000 children with new uniforms, school supplies and a backpack to help kids start the academic year. In 2022, this program served almost 9,000 children!

Day at the Derby - Kentucky Derby Party

Galentine’s Party

The Ladies of The Wehrly Group enjoyed a girls-only painting party to celebrate Valentine’s Day.

Sugar Land Skeeters baseball event at Constellation Field

Mix & Mingles

Masquerade Christmas party

GIVING BACK

BEARing Gifts Toy Drive

Every Christmas, The Wehrly Group hosts a toy drive where our clients, community, and staff donate toys for children in Child Protective Services via the non-profit organization, BEAR.

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Thanksgiving Food Drive

The Wehrly Group collected over 250 pounds of food that was donated to the food pantries of LifePoint Church- Magnolia and Champions Forest Baptist Church for families in need during the holiday season.

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Operation Gratitude Halloween Candy Give Back Program

Operation Gratitude

The Wehrly Group collected approximately 70 lbs. of Halloween Candy to donate to local first responders and military.

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The Wehrly Group Toy Drive, Dec 2020

Walking Faith Ministry- Children’s Activity Center

We gathered and filled the front lobby with toys to be sent to The Children’s Activity Center in downtown Houston, TX. This non-profit, faith-based organization, is dedicated to sharing the love of Jesus Christ to all children and their families in Houston. We are grateful to our wonderful clients who share our love and compassion for this organization.

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Rather Meet One-On-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 281.528.5760.