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Odessa, Texas
Kathy McIntyre and Steve Hurt bring more than 80 years of combined experience to families, business owners and organizations across Odessa, Midland and West Texas.
No cost and no obligation. A conversation with a fiduciary, not a sales call.
Who we work with
Owners of oilfield service and energy related companies planning for succession, a sale, or simply a balance sheet that is not tied to one price.
Households who want a plan for retirement income, college savings and passing wealth on.
Kathy works with community organizations and corporate retirement plans as well as individuals.
Local know-how
When business income and bonuses rise and fall with crude, the plan needs a cash reserve and an investment approach built for the cycle.
Royalty income and mineral rights belong in the income plan and the estate plan, coordinated with your CPA and attorney.
Texas has no state personal income tax, but federal tax, estate planning and the timing of a business sale still decide how much you keep.
Choosing, reviewing and running a retirement plan for your employees is part of the work.
What we do
Your financial life often involves several professionals, such as an advisor, CPA, attorney, and insurance professional. We build one plan and work to coordinate with them so your planning reflects the full picture.
Cash flow, goals, risk and timeline in one written plan, revisited as your life changes.
Portfolios built around the plan rather than the other way around, and reviewed as the plan changes.
Wealth transfer, trusts and tax strategy, coordinated with your CPA and attorney.
What the business is worth, what lifts the value, and how to sell or hand it on well.
Protection reviewed with a fiduciary eye: what you need, sized correctly, and nothing you do not.
Liquidity and lending coordinated with your balance sheet instead of bolted onto it.
*Provided with the help of the firm's third-party strategic partners.
Your advisors
Managing Director, Senior Wealth Advisor
A financial advisor since 1983 who spent more than 20 years with Raymond James before joining in 2024. Kathy works on wealth planning and investment management for individuals, community organizations and corporate retirement plans. Part of the Odessa community since 1977 and a past president of the Odessa Rotary Club.
Managing Director, Senior Wealth Advisor
More than 40 years in financial services, helping clients plan for retirement, save for college and grow wealth with a focused, strategic approach to investment management. University of Texas at El Paso.
Our Odessa office
Office page on the firm's main site: unitingwealthpartners.com
Start here
Rick Hadrava on designing a life that is about freedom, purpose and legacy, not just money. Free PDF.
White paperFederal spending in FY2025, three paths to fiscal balance and what each could mean for investors.
Dec 10The midterms, your taxes and the next three years. Online, complimentary, no products sold.
WeeklyEnergy Stat of the Week and More: markets, energy and Rick's commentary, every Monday.
1921 E 37th Street, Suite B, Odessa, TX 79762. Call (432) 367-5500.
Yes. Our Odessa advisors work with clients across the Permian Basin, including Midland, in person or by video.
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.