(281) 973-9290

19506 Highway 59 N, Suite 315 Humble, TX 77338
Humble Financial Planner
Kyle A. Sadler is a financial advisor, public speaker, and the author of “I’m Retired… Now What?”. He has dedicated his life to building and maintaining relational business practices. His career started in 1995 in public accounting, and after not too long, he moved over to advising and wealth management. Although he no longer takes care of taxes and auditing professionally, he continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.

Specializing in retirement planning, private wealth management, and distribution management, Kyle is always trying to broaden his horizons with an aim of expanding the services that he offers to his clients. He holds a Certified Retirement Counselor (CRC)™️ designation, which means that he is held to a higher standard for professional mastery of subject matter and a commitment to retirement planning, ethics and continued education.

An equitable leader, Kyle in 2008 established Precept Wealth Management with an eye toward a cohesive element of bonding among the professionals to a relationship management practice that fulfill clients’ needs with guided solutions.

As a Christian, Kyle lets his values and beliefs permeate all that he does, including both his personal and business relationships. He incorporates core Biblical principles into his work at Precept Wealth Management and always thinks of the Creator with every decision he makes. Kyle is active in his church and in other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Serving as a Board Member for the Aldine Education Foundation, Kyle is additionally a devoted volunteer.

Kyle enjoys spending time with his friends and family, taking in Houston Astros games and finding other ways to have fun. He and his wife Denise are the proud parents of two daughters, Kyli and Zoe.
Finance Speaks Kyle Sadler YouTube Channel

Kyle's New Book "The Retirement Shift"

The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies.
15% Off Coupon Code: Use Precept15 (Ends 12/30/2020)
Retirement Shift Front Cover
I'm Retired Financial Book

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338

Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwm.com


Registered Representative, Securities offered through Securities America Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in TEXAS, CALIFORNIA, and LOUISIANA. 
Investment Advisor Representative,
Securities America Investment Research Advisors, Inc., a Registered Investment Advisor, Securities America and Precept Wealth Management are not affiliated.


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