Lloyds Intrepid Wealth Management

Lloyds Intrepid Wealth Management is an independent financial advisory firm serving families throughout The Woodlands and the greater Houston area. With over 32 years of experience, our team includes a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®), bringing decades of combined experience in portfolio management, retirement planning, and wealth strategy. We work closely with each client to build a clear, personalized plan for retirement, wealth management, and estate planning, taking the time to understand your goals before recommending a path forward. Whether you're planning for retirement, managing an inheritance, or want a trusted second opinion, our team is here to help you move forward with confidence.