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713 904-4140

Plan better.  Invest smarter.
 

Investment Management through Advisor Managed Accounts

Wealth Management through comprehensive financial planning.

Schedule a Virtual Appointment 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Pearland, TX; Houston, TX and surrounding areas

 

PRACTICE

AREAS

Retirement Planning

Retirement planning is the planning one does to be prepared for life after paid work ends.  We believe it is the leased focused on but the most important aspect of life.  Retirement planning is the individual planning necessary in seeking to provide the stream of income needed through the use of investments and life insurance.

401K Rollover Services

If you're not at your last job why is your 401K?  As you advance in your career or transfer to another company, make sure your retirement planning stay on track.  A 401K rollover  is an option that allows you to consolidate your 401K and retirement planning in a brokerage IRA.  Other options include cashing it out, leaving it, or rollover to other 401k.

Life Insurance

Protecting your loved ones by insuring they are able to cover final expenses, have time to grieve, and be able to carry on. 

Long Term Care(LTC) Insurance is needed when you or a loved one is not able to preform activities of daily living.  LTC allows you to maintain your dignity by providing the option of hiring skilled help or a loved one to assist.

Annuities are a great planning tool and by design can help you work toward your many goals.  They can provide lifetime income with a pension like feel.  Annuities are long term investment vehicles designed for retirement purposes.  Gains from tax-deferred investments are taxed as ordinary income upon withdrawal.  Ref. Annuity Note #1.

College Planning

Saving for college needs to occur well before young scholars are poised to embrace higher education.  College planning in advance helps to eliminate some of the stress when it's time for that next step.

Life Insurance- Annuity Note #1

Gains from tax-deferred investments are taxed as ordinary income upon withdrawal.  Guarantees are based on the claims paying ability of the issuing company.  Withdrawals made prior to 59.5 are subject to a 10% penalty tax and surrender charges may apply.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Pearland, TX; Houston, TX and surrounding areas

OUR VISION

Duhon Wealth Management (DWM) is a full-service, independent, financial services firm.  Empowering you to take control of your financial future is my goal.  Working with you one on one, we will determine the most appropriate financial strategy to help you pursue your goals. By offering a wide range of financial products and services, we help individuals with their goals to and through retirement.  DWM is built on the foundations of highly personalized service, tailored financial solutions, compassion and trust.  Duhon Wealth Management wants to be your one stop shop in helping you seek to building and preserving your wealth by providing retirement planning, 401k rollover services, life insurance coverage(for you and your loved ones), and other insurance.  We provide clarity during the investing process.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Pearland, TX; Houston, TX and surrounding areas

 
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BIO

Trina Duhon, AAMS
 LPL Wealth Advisor

Trina Duhon, AAMS is a native of Gulfport, MS and graduated from the University of Southern Mississippi with a Bachelor's of Science in Business Administration. Mrs. Duhon is also a graduate of the College for Financial Planning as an Accredited Asset Management Specialist (AAMS). She holds her General Industry Product Exam Series 7,   State Securities Law Exam Series 65 and 63 registration with LPL Financial as well as her Life/Health Insurance license and can perform business in LA, TX, MS, and GA.

 

Trina Duhon, an LPL Wealth Advisor and Financial Coach, has been in the banking and investment industry for over 20 years and founded Duhon Wealth Management in Lake Charles, Louisiana then later expanded the business to the Houston, Texas area.  Financial services including Retirement Planning, 401K Distribution Options, Life Insurance, Annuities, and Long Term Care.

 

Ms. Duhon has a 12 year old son, Patrick 'Tre' Duhon, III and is a member of Windsor Village UMC in Houston, TX. She enjoys traveling and spending time with family and friends.

Trina Duhon, AAMS will work to help you pursue your financial goals.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Pearland, TX; Houston, TX and surrounding areas

 
 

CONTACT

DUHON WEALTH MANAGEMENT

CONTACT US

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Pearland, TX; Houston, TX and surrounding areas