Catholic families · Houston & Sugar Land, TX
Catholic families in
Houston and Fort Bend.
Planning, tax, and morally responsible investing for Catholic households across the Houston corridor, from an office in Sugar Land.
Greater Houston has one of the largest Catholic populations in the country, and Fort Bend County is where a lot of those families have landed: energy and healthcare and medicine, dual incomes, children in school, parents nearby. It is a place where people work hard, give seriously, and would rather their financial life did not quietly contradict what they believe on Sunday.
What we hear most often here is not a complaint about an advisor. It is that nobody ever asked. Risk tolerance came up, retirement dates came up, and the contents of the portfolio never did. Tuition for three or four children got treated as a line item rather than the central planning problem it actually is.
From the Sugar Land office we work with families throughout Sugar Land, Rosenberg, Richmond, Katy, Missouri City, Stafford, Pearland, and the greater Houston area — and, because we are a registered investment adviser, with Catholic families elsewhere in the country who work with us virtually.
Schedule a discovery callWhat that looks like here
One team for the tax, the plan, and the portfolio.
Most households in this area coordinate a CPA in one office, an advisor in another, and investments somewhere else again. We hold all three. That is what makes it possible to screen a portfolio, plan tuition, and time a gift of appreciated stock without three firms working in the dark.
Morally responsible investing
Screens built from the bishops' guidelines and set with you in writing, with the expected trade-off against a conventional benchmark shown before you commit. How we approach it.
Tuition and college
Catholic school tuition for several children at once, weighed honestly against retirement and the giving you are not willing to cut.
Tax, prepared in-house
Planning through the year and the return prepared by the same team, so decisions and their tax consequences arrive together. Tax preparation.
Visit us
77 Sugar Creek Center Blvd, Suite 600
Sugar Land, Texas 77478
Mon–Fri, 9 AM–5 PM, by appointment.
By appointment. Please schedule a call first and we will arrange a time.
Book a discovery callCommon questions, Houston and Sugar Land
Is there a Catholic financial advisor in Houston or Sugar Land?
Angelus works with Catholic families across Houston, Sugar Land, and Fort Bend County from an office in Sugar Land. We are a fee-only registered investment adviser and a CPA practice on one team, so the plan, the portfolio, and the tax return are handled by people who actually talk to each other.
Can you screen my portfolio to Catholic moral principles?
Yes. We build morally responsible screens with you and write them into your investment policy before anything is bought, and we show you the expected tracking error against a conventional benchmark first. Screening is an option rather than a condition of working together.
Do you meet in person?
Yes. Our office is in Sugar Land off Highway 59, and we meet by appointment for the conversations that deserve a table. Routine work happens virtually. Schedule a call first and we will set a time.
Do you prepare returns as well as manage investments?
Yes. Tax preparation and year-round tax planning are done in-house, which is the point of the structure. It means the tax consequence of a planning decision is known before the decision is made, not discovered the following April.
We have several children in Catholic school. Can you help us plan for that?
That is a common reason families here call. Tuition for several children at once, college behind it, retirement behind that, and giving that is not up for negotiation — the work is laying out the real trade-offs between them rather than pretending they do not compete.
Do I have to move my investments to work with you?
No. Many families start with tax or planning and leave their accounts where they are. Investment management is available when you want it and is never a condition.
Faithful Steward Scorecard
See where your stewardship stands.
A few honest minutes across earning, saving, giving, and legacy. You'll get a personal report with the two or three moves that matter most. No login, no sales pitch.
Take the 5-minute scorecard