Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March, donors may give up to 100% of their Adjusted Gross Income (AGI) this year. Below are some of the key provisions from the CARES Act that may impact your charitable...

🔊Listen In: Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how Archetype serves high-capacity families uniquely: Helping families thrive across generations by connecting their money with their purpose. 

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to save it all for a rainy day? Invest it aggressively? Buy that new car? Hide your money underneath the mattress? Part of managing finances is knowing how to choose the...

 “Life is not about accumulation; it is about contribution” – Stephen Covey

I married a variable income earner and we moved to New York City. I could not be happier, but there have been some challenges, especially in the area of planning for our financial future. My wife owns her own business doing a variety of jobs from speaking across the...

I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is money. This is true for couples across the board: blue collar, white collar, or no collar. It’s great to have money but it is awful if money has you.

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the financial industry keeps us from utilizing the resources and wisdom...

Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are at all-time highs, cost of living is only going up, and student debt...

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current, often overwhelming, nonprofit landscape. To that end, we humbly present...

With college just around the corner, parents experience an influx of emotions as their kids gear up to leave the nest. 

Once you graduate from college and accept your first position, you may feel like you’re on top of the world.  This exciting time in your life also causes you to face many new questions.  Young adults frequently ask us about the best way to start saving for their...

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the time but continue to prove valuable to this day. In honor of Mother’s...

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.

You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course, is that we do the work for you.

With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is that many families are not thriving and younger generations are...

YOUR WEALTH INVOLVES more than simply picking the right investments. Your money affects your family, your legacy, your strategy and your investments. 

Free Family Financial Blueprint

Healthy people go to the doctor for regular checkups, we visit the Dentist a couple times a year to get our teeth cleaned, and when we hear a funny noise coming from under the hood, we visit our master mechanic. That funny noise may...

Open for Business

Houston-based Archetype Wealth Partners is excited to announce Day One of our launch. We are a team of experienced professionals coming together to work with one heart and one mission: To help families across generations by connecting their money...

blue·print

noun: blueprint; plural noun: blueprintssomething resembling a blueprint (as in serving as a model or providing guidance); especially : a detailed plan, or program of action, a blueprint for building something that will endure.

At Archetype Wealth...