Call Option Strategy
Online Course
Planning Checklists
Facebook-f Twitter Youtube Linkedin

Smarter Strategies and Better Results

UH Technology Bridge

UH Technology Bridge

Connecting People and Ideas

UH Technology Bridge is home of innovation and it’s home of the BayRock Blueprint for Financial Success™. The UH innovation ecosystem has a rich history of advancing Houston’s innovation economy and BayRock Financial is proud to call the UH Technology Bridge our home (office).

Houston Wealth Advisor Jim Munchbach

Innovators and Collaborators Wanted

Strategic Partnerships

UH Technology Bridge

BayRock is conveniently located at 5000 Gulf Freeway in the UH Technology Bridge – The Innovation Center.

Read More

Charles Schwab Institutional

BayRock’s approach to technology combines a comprehensive digital platform, third-party integration, and industry-leading expertise from Strategic Partnerships including Charles Schwab.

Read More

Certified Financial Planner™

BayRock Financial Services are provided by CFP® Professionals to deliver Smarter Strategies and Better Results to your family and business.

Read More
UH Technology Bridge

Advyzon Investment Analysis

Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for RIA firms like BayRock Financial, L.L.C. With a continuous focus on product innovation and providing superior service to families and businesses, BayRock is proud to announce a Strategic Partnership with Advyzon as of
January 1, 2020.

Read More
BayRock Risk Survey

How much risk do you want?

BayRock eliminates the stereotypes that have made risk tolerance useless. We use leading scientific theory to objectively pinpoint your Risk Number. Simple or detailed. Across the room or across the world. It’s Fast. It’s Fun. It’s Free.

Read More
Strategic Partership Money Guide

MoneyGuidePro®

Designed for independent investors, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help families and business owners navigate the sometimes complex elements of their financial lives.

 

Free CFP® Consult!

Explore BayRock Today

The Univesrity of Houston has fostered a strong entrepreneurial environment that supports new innovation and startup ventures through incubator and accelerator programs and resources. Because of the rapid development across campus and demonstrated excellence in innovation, UH has been designated as an Innovation and Economic Prosperity University.

UH Technology Bridge
Visit BayRock in the Innovation Center Today

Houston Technology Bridge

Visit our offices at 5000 Gulf Freeway, Building 4, Room 230 Houston, Texas. We’re in the Innovation Center.

Visit Us

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

Missional Money Podcast Sponsored by BayRock

BayRock News and Articles

Covered Call Option Strategy
Investment Strategies

Covered Call Strategy

Covered Call Option Strategy is an options trading approach commonly used by investors who own stock and want to generate additional income from their holdings.

Jim Munchbach September 27, 2024
XOM Covered Call Strategy
Investment Strategies

XOM Covered Call Strategy

XOM Covered Call Strategy allows us to generate consistent income through option premiums while still holding XOM for its consistent dividend payouts, providing a reliable stream of passive income.

Jim Munchbach September 7, 2024
Financial Planning

Document Vault

Document Vault is a secure, digital storage solution designed to centralize your financial documents. Your latest tax returns or life insurance policies, the Document Vault ensures these documents are protected and easily accessible.

Jim Munchbach August 13, 2024

Book Your Free Consult

BayRock CFP® Professional

CFP® Professional