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Monday 10am - 6pm Tuesday 10am - 6pm Wednesday 10am - 6pm Thursday 10am - 6pm Friday 10am - 4pm

Devji Family Office

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Sugar Land, TX
Devji Family Office

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Devji Wealth Management is a member firm of PartnersFinancial.

Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Devji Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS are not affiliated with PartnersFinancial.

09/29/2026

"Can you help with our succession planning?"

"Do you know someone for asset protection?"

"We need advanced tax strategies..."

If you're saying "let me refer you to someone" - you're losing money.

Top CPAs now say "Yes, my team handles that."

Find out how → https://conta.cc/4gnONH6

09/22/2026

Building a full-service firm is hard. Watching clients leave for comprehensive advisors is hard. Referring away $300K+ annually is hard.

Partnering with a Virtual Family Office team? That's just smart.

See how CPAs are capturing revenue they're currently giving away →

https://conta.cc/4gnONH6

09/17/2026

If your parents saved well, this is worth 10 minutes.

Adult children rarely hear in time...

When the account reaches you, you have 10 years to empty it, landing on your highest-earning years.

Plain-language guide, worth forwarding to a parent:

Here it is: https://conta.cc/46uV7H2

09/15/2026

CPAs are sitting on a goldmine and don't even know it.

The average CPA refers away $200-500K in revenue every year.

Here's how smart accountants are capturing that money instead…

https://conta.cc/4gnONH6

09/10/2026

When one spouse dies, Social Security stops paying the smaller check.

The retirement accounts do not shrink.

And the survivor starts filing as a single taxpayer, with half the standard deduction and narrower brackets.

Less money arriving with a harsher rate on all of it.

In the example I worked through, a couple's income fell by $30,000 and their federal tax bill rose about $5,500.

Check out the full read at: https://conta.cc/4y61c8j

09/07/2026

As we observe Labor Day, we wanted to take a moment to appreciate the hard work and dedication that goes into building a secure financial future.

Thank you for allowing us to be part of your financial journey.

Wishing you a restful and enjoyable Labor Day weekend.

09/03/2026

A CPA friend called me, frustrated:

"I just had to refer my best client to 3 different professionals for their business sale. I'll probably get a fruit basket as a thank you. Meanwhile, those advisors will make $200K+ from MY client."

Sound familiar? 🤔

This is exactly why I'm obsessed with sharing the Virtual Family Office model with every CPA I meet.

Imagine keeping ALL your clients' business.

Imagine earning revenue on EVERY service they need.

Imagine being their ONLY trusted advisor.

It's not just possible, CPAs are doing it right now.

Want to see how? I break it all down in this video 👇

https://conta.cc/4gnONH6

09/01/2026

A question I ask retirees who never touch their balance:

What are you holding it for?

The answer is almost always a health event.

Care for a spouse.

A facility that costs more per month than the first mortgage did.

That instinct is not a planning failure.

The problem is a reserve with no plan attached. It sits in your most heavily taxed account, throws off a bigger required withdrawal every year, and taxes money you are not spending. You pay for the insurance without ever holding the policy.

Better versions of the same protection exist: https://conta.cc/4y61c8j

08/27/2026

Every year, CPAs refer away $200K-$500K in revenue.

Let that sink in.

Your best clients need:

- Advanced tax strategies
- Business advisory
- Legal services
- Wealth management
- Risk mitigation

And when you can't provide these services? You send them to someone else.

That "someone else" gets paid. That "someone else" builds the relationship. That "someone else" might eventually get the tax work too.

But what if YOU could offer all these services without:

❌ Hiring specialists
❌ Getting more certifications
❌ Building a bigger firm
❌ Taking on overhead

That's exactly what forward-thinking CPAs are doing with the Virtual Family Office model.

If you're tired of watching revenue walk out your door, watch this → https://lp.constantcontactpages.com/sl/EBX3vXT?source_type=fbpo&source_id=0e56f995-cc7e-46ef-9c61-cafa88b22089

08/25/2026

Every December, retirees get a letter telling them the minimum they have to withdraw from their retirement account.

You spent 40+ years being careful with that money. Now there is a schedule for taking it back out, and the schedule is not yours.

What stings is that usually nobody with this problem is a huge spender!

Free guide on what those forced withdrawals really cost: https://lp.constantcontactpages.com/sl/2WlBc06

Address

245 Commerce Green Boulevard, Suite 130
Sugar Land, TX
77478

Opening Hours

Monday	10am - 6pm
Tuesday	10am - 6pm
Wednesday	10am - 6pm
Thursday	10am - 6pm
Friday	10am - 4pm

Website

http://www.devjiwealthmanagement.com/

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