CONTACT INFORMATION: Margaret Sucre-Vail Website 888-286-9991 firstname.lastname@example.org
At Sucre-Vail Wealth Advisors, we can take you on a journey beyond wealth, serving as your independent advocate. Together, we engage in a process that enables you to achieve financial wellness, aligning your wealth with the life you want to lead.
With our holistic approach, we engage in a process to discover your goals, assess your plans, and evaluate your options. Then we develop a strategy to help you accomplish those goals. This includes monitoring your life/wealth objectives using goal specific assessments and making adjustments as you experience life-changing events.
Because our clients’ needs are complex, we provide a wide range of services including financial mapping and asset protection. Our goal in wealth mangement is to harmonize your life/wealth by ensuring each component of your wealth plan is aligned, to help you prepare for your life decisions and experiences.
Sucre-Vail Wealth Advisors Mission – Manage our busy Physician clients’ financial affairs, with outstanding strategic partners that allow us to deliver consistent unequal level of service and best in class solutions, handled with the highest level of compentency.
Margaret Sucré-Vail, AIF®, AWMA® | Sucre-Vail Wealth Advisors
Margaret Sucré-Vail is an Investment Advisor Representative and principal of Sucré-Vail Wealth Advisors. She is a specialist in financial services for high income professionals, with more than 35 years’ experience in finance, insurance, and investment services.
In 1982 she began in the insurance industry and immediately knew she had a passion for working with people to ensure they were protected from unnecessary risk. There her deep passion and commitment to the industry was born. She made her debut into the financial services industry in 1987. Margaret completed her ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA) designation through the College for Financial Planning. She has also received extensive and specialized training in the psychology of the financial needs of health care professionals.
According to Margaret, “More than ever, high income professionals need full-service wealth management solutions that include tax reduction and asset protection strategies. Henry and I believe our goal should be to preserve the wealth of our clients without unnecessary risk and we take our roles as advocates for our clients very seriously.”
When not busy with clients, Margaret’s community interests throughout the Houston area include: a current member of The Houston Methodist Clear Lake Women’s Advisory Group; past President of ABPW, past member of the Board of Directors of Armand Bayou Nature Center, a past member of the finance council for St Bernadette’s Catholic Church, past treasurer of Bay Oaks Country Club Women’s Association.
Margaret is happily married to her business partner Henry Vail II. She is a mother of two and grandmother of six. Margaret and Henry’s greatest delight is spending time with their six grandchildren.