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Steve Burchett, Private Wealth Advisor serving the Shenandoah, TX area - Ameriprise Advisors

Steve Burchett

CRPC®

Private Wealth Advisor

Burchett Wealth Management Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 32 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Finance Degree from the University of Texas

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

The Woodlands United Methodist Church, Member

Duck's Unlimited, Member of San Jacinto County Chapter

Delta Waterfowl, Member of North Houston Chapter