Houston, TX
Serving
Houston, TX
Since
2017
The Houston financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
The Houston financial advisors serve clients throughout Texas and the South. They help their clients make wise financial decisions through building and implementing personalized financial plans, providing goals-based investment advice, and offering trust services to business owners, corporate executives, entrepreneurs, physicians, and other high net-worth clients. Since 2017, Derek Irish has served as managing director of the office. Derek joined Blue Trust in 1998 and has over 30 years of experience in the financial industry. The Houston office was opened in 1994 by Texas native and Partner, Randy Schroeder, to meet the needs of the growing Texas client base. Randy led the office for over 20 years before transitioning back to serving clients full-time.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
West Region Managing Director, Houston Managing Director, Sr. Partner
Derek V. Irish
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
