About Us
Calvert, Cohen & Wilson
Investing 4 Retirement is the web presence for Calvert, Cohen & Wilson, an investment & wealth strategies group based out of Houston, TX with sister offices in San Antonio, TX and Lake Charles, LA. Our award winning team includes industry leading Financial Consultants, Certified Estate Planners, Lawyers, CPA's, Real Estate Agents, Loan Officers, Mortgage Brokers and IRS agents.
We were recently awarded the "Keeping America Strong" award from Heartbeat of America by, amongst other notables, Rear Admiral Kevin F. Delaney (ret) for outstanding performance in our field. We have also one local awards including one from Congress for exceptional service and have also attained the gold star award from the better business bureau.
Although the majority of our clients are seniors, we work with all sorts of people in different stages of their life. Our staff, with 100 years of combined experience, can help clients identify and achieve their retirement goals. We are qualified to assist in all retirement concerns with special emphasis on trust planning and money strategies that guarantee the safety of principle as well as a minimum return.
Our mission at Calvert, Cohen & Wilson is to utilize our experience and expertise to create a custom Wealth Plan that allows our clients to enjoy the dignified, stress free retirement they have worked so hard for.
As a nation, we are on the brink of experiencing an influx of retirees the likes of which we have never known. Grandparents today are younger, wealthier and in better health than previous years and this is the time to invest correctly.
Let Us help you make the correct retirement decisions.