Endeavor Advisors, an independent, SEC-registered, boutique wealth management firm, is dedicated to providing exceptional service to its clients with a focus on personalized wealth management.

Founded by Colter Lewis in January 2023 and headquartered in The Woodlands, Endeavor Advisors has swiftly expanded to oversee approximately $200 million in assets. The firm now boasts a team of six and has opened a second office in West Texas. Lewis emphasizes the firm’s dedication to serving its current clients while selectively engaging with new client opportunities.

Before launching Endeavor, Colter Lewis had a distinguished career at Chicago-based Northern Trust Corp. (Nasdaq: NTRS), where he served as head of the Houston office and later as wealth management president of the entire Texas Region. During his tenure, Lewis led the Houston market to $10 billion and the Texas region to $18 billion. His extensive experience in the independent wealth management space inspired him to return to this business model, especially after the Covid-19 pandemic reshaped his priorities.

“(The pandemic) caused a lot of people, myself included, to rethink what really mattered most to them and what lit that internal passion and energy,” Lewis said. “It caused me to focus on what my next chapter would be. Like so many others, I didn’t see a larger, publicly traded organization being part of that, so I launched Endeavor.”

Freddy Garza, Lewis’ Partner and Director of Wealth Management at Endeavor Advisors, enhances the team with nearly 20 years of planning and client service expertise. His extensive experience guarantees that clients receive the benefit of the team’s profound industry knowledge and skills – a key differentiating factor in the company’s approach to wealth management.

Endeavor is a fee-only firm that serves high-net-worth individuals and families. Unlike firms that push proprietary products, Endeavor carefully selects the best products available on the open market to meet their clients’ needs. The firm prides itself on being selective about its clients, focusing on individuals with at least $1 million in investable assets and families looking for comprehensive asset management.

Innovation in financial technology is a key component of Endeavor’s strategy. The firm uses cutting-edge technology for portfolio management, client dashboards, financial and tax planning, family office services, and wealth structuring. This technology enhances the client experience and allows the firm to operate with agility.

“We have the ability to take advantage of (innovation in financial technology) in a much faster way because we don’t have all the legacy systems that many of the big organizations have,” Lewis said. “That’s a real benefit for a much more nimble, client-focused, tech-enabled business that we’re running today.”

Endeavor’s growth strategy is rooted in building and maintaining strong relationships. The firm leverages the networks of its team members to identify clients who seek a more personalized approach to wealth management than larger firms can offer.

Read the full article published by Chandler France in the Houston Business Journal here.