A Boutique Firm with a Large Firm Backing

We help our clients gain financial peace of mind and restore order where needed with customized financial planning, professional investment management, and personalized support. 

We combine a heart-felt boutique experience with cutting-edge technology and access to investment strategies designed for a lifetime of financial milestones, so you receive support which fits you today and lets you grow into your future.  To provide our clients with top tier service efficiencies and a personalized "boutique firm" experience, French Financial Group collaborates with our parent firm Belpointe Asset Management LLC in order to provide customized investment advisory services, exceptional operational support and account monitoring resources.

While we are a boutique firm located in The Woodlands, Texas we are under our parent firm Belpointe Asset Management which houses over 80 financial advisors and $2 Billion in Assets Under Management. Thus, we can acquire better trade pricing and technology pricing for our clients under our parent company.  We also work nationwide as a Securities and Exchange Commission (SEC) registered firm instead of just a local Texas state firm under the umbrella of Belpointe Asset Management.    

As a fiduciary and a fee based financial planner, we are compensated by the fees we charge, not the products we sell. That means every plan and option we present to you is done so to further your goals and best interests.    

Our Commitment to You

Relationships are at the core of who we are and what we do.  Despite changes in the economy and the markets, one element remains crucial to success: helping our clients achieve financial peace of mind. With that in mind, we craft custom financial plans for our clients. After diligently considering your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies with specific financial planning steps to assist you in fulfilling your goals.  We also believe communication is key to success. We strive to provide simple, clear direction and guidance for our clients. We know that maintaining open communication with your financial team goes a long way toward building a strong financial foundation.