Totus Wealth Management, a newly launched Texas-based firm managing $2.4 billion in assets, has joined Cetera, according to a news release.
The firm, led by president and CEO James Starnes, had been with MML Investors Services, a subsidiary of MassMutual, since 2017, according to BrokerCheck. Its offerings include full-service financial planning, a complete suite of wealth management services and an array of insurance and protection products. The firm has offices in Houston and Woodlands, Texas, according to the release.
Starnes said Cetera allows his team of six producing financial professionals and four support staff to expand its vision and better serve multi-generational clients across a larger geographic footprint. He says his team is made up of individuals with a combined experience of more than 60 years.
“We take what we call a unique 'Experts Together' approach focusing on financial solutions and life’s planned and unplanned events,” he said in a statement.
Sandra Diaz, Totus’s COO, said the firm is looking forward to enhancing its outreach with the technology and marketing solutions offered by Cetera. “We go beyond financial planning to understand one’s aspirations and dreams. Then together, we analyze risk and opportunity and implement a plan to help achieve those goals,” she said in a release.
Brett Harrison, head of Cetera’s independent channel, said the Totus Wealth team embodies Cetera’s belief that “financial well-being and the path to provide it is accessible and achievable for everyone … and aligns with our efforts to provide an environment that’s diverse at all levels.”