• Comstock Named Five Star Wealth Manager – Five Times!

    In the September issue of Texas Monthly Magazine, Paul Comstock Partners is named as a 2013 Five Star Wealth Manager. As you know, Comstock is a “manager of managers” as we do not take discretion but act as advisors in a fiduciary capacity to investors. We have again been recognized by Texas Monthly as one… » read more

  • Family Philanthropy – A Thanksgiving Project

    Parents and grandparents have expressed to us the difficultly they face in starting a conversation about philanthropy with their children. When is it a good time to talk to our kids about it? Where do we start? How do we explain it? We suggest a simple yet powerful holiday project that begins at the dinner… » read more

  • Comstock Named Five Star Wealth Manager – Fourth Year in a Row

    In the September issue of Texas Monthly Magazine, Paul Comstock Partners is named as a 2012 Five Star Wealth Manager. While the award title can be misleading, Comstock is a “manager of managers” as we do not take discretion but rather act as advisors to investors. We have again been recognized by Texas Monthly as… » read more

  • Planning and Executing an Effective Business Succession Plan

    Our expert panel of business valuation, wealth, and legal advisors will discuss the importance of developing a succession plan today and working with your team of advisors to effectively make the transition. This meeting will provide valuable information regarding the key factors to consider and steps you need to take to successfully transition your business…. » read more

  • Mergers & Acquisitions Forum

    Truth & Consequences: Planning Effective Business Succession Presented by Alison Moss, Vice President, and Jason Cain, Private Wealth Advisor The potential impact on personal relationships and family dynamics in the business succession planning is often overlooked by advisors and their client yet is often the underlying reason why 70% of business transfers fail. Included in… » read more

  • The Unintended Consequences of Business Succession Planning

    Paul Comstock to present at Galleria Chamber luncheon as part of the expert panel group featuring principals of Paul Comstock Partners, UHY Advisors Texas and Weycer Kaplan Pulaski & Zuber. Thursday, January 26, 2012 11:30a.m. to 1:00p.m. The Junior League of Houston Register Online: http://www.galleriachamber.com/upcomingEvents

  • Comstock earns Best in Client Satisfaction, Third Year

    In the September issue of Texas Monthly Magazine (Houston area), Paul Comstock Partners is named in the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM).  Texas Monthly formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Houston area. In January,… » read more

  • Fortune Magazine Lists Comstock Among America’s Top Advisors

    For the first time, Fortune magazine published three lists of America’s Top Financial Advisors. Among the list of Registered Investment Advisors (RIAs), Paul Comstock Partners is the only Houston firm to make the cut. The special insert published in the March issue shows Comstock is meeting the challenge of changing trends in the financial services… » read more

  • Peter Buffet Conference Call Now Available for Download

    Alison Moss & Peter Buffett, son of billionaire investor Warren Buffett, teamed up March 3rd for the official launch of Empowering Beneficiaries. Paul Comstock Partners (parent company to EB llc) has been educating clients about the markets, the economy, and investment research for almost 30 years.  While we focus a great deal of our efforts… » read more