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Our financial advice team


Stephen C Burchett Ameriprise Financial Advisor

Stephen C Burchett

CRPC®

Private Wealth Advisor

Burchett Wealth Management Group
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Interests

My top priority in life and where I spend time away from the office is with my family. I have been married to my high school sweetheart for 25 years and we have four children.

I am an avid outdoors person and love most things from fishing, hunting and snow skiing. I like to share my passions with my wife, children & friends.

On any given Saturday, you will find me cooking with my wife and preparing meals for friends & family, whether it be with the smoker or in the kitchen.

Community participation

The Woodlands United Methodist Church, Member

Duck's Unlimited, Member of San Jacinto County Chapter

Delta Waterfowl, Member of North Houston Chapter

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Finance Degree from the University of Texas
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