A team that's with you for the long run.
Real relationships. Real experience.
A Trusted Partner for Every Financial Decision Ahead
A personalized approach to wealth management, where your financial goals are our top priority. Experience the difference with personalized financial advisor services crafted for high-net-worth families.
Wealth Management You Can Trust in The Woodlands, TX
Lloyds Intrepid Wealth Management is an independent wealth management firm based in The Woodlands, TX, led by Robert Lloyd, CFA®, and Christopher Lloyd, CFP®. As fee-only fiduciaries, we're never paid commissions - our only obligation is to act in your best interest. We provide comprehensive financial planning, retirement planning, and tax-efficient investing strategies tailored to your goals, whether you're planning for retirement, managing a growing portfolio, or preparing your estate.
Testimonials and quotes were provided by current clients of Lloyds Intrepid Wealth Management and may not be representative of the experiences of other clients. The clients were not compensated for their reviews, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of Lloyds Intrepid Wealth Management reviews near the bottom of our home page.
Financial Guidance, Every Stage of Life
From comprehensive financial planning to tax and estate strategies, we offer multiple areas of specialized planning - all under one roof.
Comprehensive Financial Planning
A clear, personalized plan built around your full financial picture.
Customized Retirement Planning
Steady guidance to help you plan for the retirement you want.
Portfolio Construction and Risk Management
Portfolio strategy built to match your goals and risk tolerance.
Estate Planning
Helping you protect your assets and plan carefully for what comes next.
Cash Flow Planning
Practical strategies to help you manage income, spending, and savings.
Tax Strategies
Smart planning to help you manage taxes throughout the year.
Who We Serve
High Net Worth Families
Balancing current needs with estate structure, planned giving, and tax exposure.
Senior Executives
Navigating complex compensation - stock, options, retirement accounts, and lump-sum payouts.
Business Owners
Managing liquidity events and growing wealth in a tax-efficient manner.
Foundations
Formalizing cash distributions and endowment management for large, ongoing portfolios.
Our Commitment to Your Financial Success
At Lloyds Intrepid Wealth Management, we specialize in providing personalized financial advisory services to high-net-worth families. Our mission is to empower our clients with the knowledge and strategies needed to achieve their financial aspirations. Located in The Woodlands, TX, we pride ourselves on being a fee-only fiduciary firm, ensuring that our clients' best interests are always at the forefront of our services. With a focus on wealthy families, business owners, senior executives and foundations, we offer comprehensive solutions tailored to meet the unique needs of each client.
Meet Our Expert Advisors
Our team at Lloyds Intrepid is composed of seasoned financial advisors dedicated to building lasting relationships with our clients. Each member brings a wealth of experience and a commitment to personalized service, ensuring your financial goals are met with precision and care.
Robert Lloyd, CFA®
President and Chief Investment Officer
Chris Lloyd, CFP®, AAMS®
Vice President and Senior Wealth Planner
Brenda Lloyd
Lead Client Associate and Head of Operations
Jeffrey Jump
Vice President of Business Development
What Our Clients Say and Awards We Earned.
