Whether you are a high-net-worth individual, an entrepreneur, a couple, or a growing family, we consider you part of our inner circle of friends and family. Our commitment is to you, your life and your best interests. Our alliance with BCJ Capital Management brings another level of expanded resources and expertise to our team, allowing us to handle even the most complex estates.
- Deborah Sopher, Founder
Her practice focuses on helping business owners, professionals and high-net-worth individuals. Deborah’s expertise in employee and executive benefits planning utilizes innovative solutions for individual owners and partnerships, protecting business owners as well as ensuring the continuation of their business legacies.
Her creative plans help companies implement unique incentives for key executives, managers and their employee base, constituencies that have different, but equally-important expectations for retirement.
A graduate of the University of Florida, she moved to Houston in 1988 and is an active member of her community and a proud mother of two.
Check the background of this investment professional on FINRA's BrokerCheck
Vivian is a licensed health and life agent with more than 30 years in the medical insurance field including over 20 at Blue Cross of California. She has been with Strategic Financial Services since 2000 providing administrative and client support. Vivian has also been certified by NAHU (National Association of Health Underwriters) as a Patient Protection and Affordable Care Act Professional, and is a member of the Society for Human Resources Management (SHRM). Vivian has a Bachelor of Science degree in Psychology from the University of California, Davis Campus.
She currently consults with the team of benefit design professionals and administrative assistants and is leading the effort to stay current on the regulations and latest changes regarding the Affordable Care Act.
Wealth Management System
Our technology offers you access, transparency and a way to organize all of your most important documents in one secure location.
You can access your personal website 24/7 via the web to see your entire financial picture—investment performance, asset allocation, insurance coverage, 401(k) and IRA balances, retirement income and more. And a special password-protected, firewall secured digital “vault” area allows you to store and have convenient access to digital copies of your wills, trusts, insurance policies and other important documents.
Our wealth management system offers easy collaboration between your financial advisor, attorneys and CPA, so that we are all literally on the same page. Business owners can easily see their business and personal finances in separate areas.
Investment Advisory Services offered through BCJ Capital Management, a (SEC) Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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