A group of veteran ex-wirehouse advisors has started Royal Harbor Partners, a wealth management firm in Houston with three advisors and roughly $165 million in client assets. The partners are Glenn Royal, a certified financial planner; Michele Jones; and Natalie Picha.
"Every partner has deep roots in Houston, and our moral compass pointed us to a business model that will best allow us to do right by our community and our clients," according to Picha.
The group uses Purshe Kaplan Sterling Investments as its broker-dealer, according to FINRA BrokerCheck.