Page 94 - South Mississippi Living - November, 2015

GOLDEN YEARS wealth management
story courtesy of Roberts Wealth Management photo courtesy of Catherine Tindall
Roberts Wealth Management is a family business providing a number of financial services while treating clients like family.
“We help our clients retire with confidence so they can enjoy their hard earned Golden Years. I’ve never met a retiree who told me their dream of retirement was stressing over the news and markets every day,” said Paul Roberts III. “That is why our goal is to create a confident and stress- free retirement. We use combinations of products from Wall Street, the insurance industry, and the banking industry to create a ‘Sleep at Night’ portfolio.”
Through diligent and strategic planning, our clients learn the True Meaning of Financial Freedom. True Financial Freedom in retirement means that if you want to fly across the country to visit with the grandkids, you buy a flight and go. It means no matter what the news reports at night, our clients sleep like babies.
Paul Roberts, III is now leading the Biloxi office in Mississippi. April Roberts and Summer Roberts have expanded Roberts Wealth Management to Texas. The team believes clients need a reliable, and understanding partner in financial planning.
“We are an investment planning firm of independent financial advisors who don’t believe in the typical sales tools used by many companies today,” Roberts said. “We take our standards seriously, which means we will always act in the best interest of our clients.”
Paul Roberts, III was born and raised in Biloxi and is the proud husband of Heisi Roberts
and father of three children, Jordan, Joplyn, and
Science degree from the University of Alabama. After graduation, he joined his father in the family business and has a proven record of success, winning multiple awards from top financial companies including membership in the Million Dollar Round Table.
“I’m passionate about educating and simplifying the complex world of finance for clients,” he said. “I like to provide a professional atmosphere yet still have a vibrant and friendly office. I believe everyone should have someone with honesty, integrity, education, and commitment helping to build a strong and stable financial portfolio.”
He wants to continue educating the Gulf Coast area while bringing success to his clients and guiding them to reach their financial objectives.
Julia. He earned a Bachelor of
2550 Marshall Rd, Ste 400 • Biloxi 228.388.2031
Paul Roberts, III and wife Heisi Roberts
94 SOUTH MISSISSIPPI Living • November 2015
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