Archetype Wealth Content Team

Recent Posts

As Featured on the Radio: Jeff Thomas Interview

Posted by Archetype Wealth Content Team on September 2, 2020

🔊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. 

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the current nonprofit landscape and share the best practices that we learned from philanthropic experts...
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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

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...

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on August 9, 2019

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

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on October 17, 2018

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...

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Your Money Impacts 4 Key Areas

Posted by Archetype Wealth Content Team on September 19, 2018

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

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Archetype Client Portal

Posted by Archetype Wealth Content Team on June 14, 2017

https://youtu.be/fklr8Ot-I0Q

We wanted to let you know about your new and improved Client Portal. This little "Client Login" feature at the top of each page on our website offers big benefits for your family.

Easy Access in One Place

Your Client Portal lets you...

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Introducing Our Signature Service

Posted by Archetype Wealth Content Team on June 4, 2017

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...

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Houston Archetype Wealth Partners Day One

Posted by Archetype Wealth Content Team on April 30, 2017

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 connect their money with their purpose.

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blueprint

Posted by Archetype Wealth Content Team on April 24, 2017

blue·print

noun: blueprint; plural noun: blueprints something 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...

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Day One

Posted by Archetype Wealth Content Team on April 24, 2017

ar·che·type

noun: archetype the original pattern or model from which all things of the same kind are copied or on which they are based; a model or first form; prototype.

Our team has eagerly waited for the right time to announce the launch of our new firm ...

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