Henry Vail II

Wealth Advisor

About Henry Vail II

Wealth advisor Henry E. Vail believes in taking a holistic approach to managing his clients’ finances. His firm, Sucré-Vail Wealth Advisors, specializes in serving the diverse financial needs of physicians, and Mr. Vail himself approaches his work much as one of his clients might approach a patient consultation. Before suggesting a course of action, he employs the “ask, listen, diagnose, educate, treat” principle of service, recommending wealth management strategies that meet clients’ individual needs and ensure that they are engaged throughout the course of the relationship. After initial consultations, Henry Vail II, much like a physician referring a patient to a specialist, connects his clients with third-party institutions that choose the best money managers from every market sector to handle clients’ specific needs.

This model of service, along with the firm’s commitment to cutting-edge technology and top-tier ethical standards, earned Sucré-Vail an MD Preferred® Financial Advisory Service Award. Henry E. Vail sees the award as an acknowledgement of his company’s commitment to leading its clients in a lifelong journey that encompasses not only matters of wealth management but also matters of overall financial wellness.
In addition to providing asset management and protection services, Henry Vail II specializes in guiding physicians through wealth accumulation, trust and estate planning, and charitable giving. While Mr. Vail provides his clients with comprehensive wealth management to meet their busy schedules, he also makes available on his firm’s website a host of resources (including market summaries, industry news, and calculators) that enable clients to educate themselves.

Henry E. Vail prepared for his career during his time at Lamar University, where he earned a BBA in Marketing and Finance. Later, he completed the Certified Financial Planning curriculum at the University of Houston. Outside work, Mr. Vail enjoys playing golf, fishing, white-water rafting, and boating. He lives near Houston, Texas.

Planned Giving Council of Houston Operates Mentor Program

With expertise in tax and estate planning, private wealth advisor Henry E. Vail II co-manages the investment advisory firm Sucré-Vail Wealth Advisors in Houston. Henry Vail II also stays at the forefront of his field by maintaining memberships with several professional organizations, including the Planned Giving Council of Houston (PGCH).

In addition to professional resources and conferences, PGCH maintains the Mentor Program for members who want to give or receive assistance related to planned giving, fundraising, and development. The program connects new members with mid- to senior-level members for one year of individual counseling and cross-training sessions. During the year, mentors are available for a minimum of one meeting and two phone calls, while the mentee is responsible for seeking assistance and maintaining contact.

A mentor also can help colleagues learn more about the technical aspects of various topics, such as trusts and foundations and estate planning. Through the mentorship program, professionals often share information about networking, planned giving tools, and professional opportunities in estate planning.

Financial Educational Resources from Sucre-Vail

A member of the RIA Board of Advisors at WealthManagement.com, Henry E. Vail II draws on extensive experience in areas ranging from asset protection and financial management to trust and estate planning. As a private wealth advisor, Henry Vail II has provided wealth management services through his company, Sucre-Vail Wealth Advisors.

Sucre-Vail Wealth Advisors provides a variety of resources for investors and individuals interested in achieving a healthy financial state. Examples range from a market watch to stock quotes and industry news. The company also offers a regular market commentary in which it shares details on the world financial state. Included are a variety of articles and graphs. Some recent article titles include “Greece Votes ‘NO.’ What Now?” and “China Sneezed; Will the Rest of the World Catch a Cold?” In addition, the firm provides its clients with a weekly market update covering the economy, stocks and bonds, and commodities.

To read these articles or to explore other resources from Sucre-Vail Wealth Advisors, visit their website at www.sucrevailwa.com.

Financial Planning Association to Hold 2016 Conference in Baltimore

A Texas Monthly Magazine 2011 Five Star Professional Wealth Manager, Henry E. Vail II helps clients manage their wealth and charitable giving as a private wealth advisor with Sucre-Vail Wealth Advisors in Houston. In addition to his day-to-day professional activities, Henry Vail II maintains membership in the Financial Planning Association (FPA), a group that promotes professional competence and ethical conduct in the field of financial planning.

Registration is now open for FPA’s 2016 Annual Conference, which will be held September 14-16 in Baltimore. Each year, financial planners from across the country attend the FPA Annual Conference to take part in several days of learning and networking activities, including roundtable discussions, research presentations, and several special sessions.

This year’s conference will feature daily specialty tracks focused on investment planning, elder care and estate planning, marketing and technology, niche planning, education planning, and other broad topics. The three-day event will also include keynote presentations from MLB Hall of Famer Cal Ripken Jr., military intelligence leader Eric Maddox, and financial executive Brian C. Rogers.

Outside of the learning sessions and presentations, attendees will have the opportunity to explore an exhibit hall featuring practice management products and solutions from major companies in the industry. For more information, visit www.fpa-be.org.

Bernadette Catholic Church's Youth Programs

With more than 20 years of experience in the wealth management field, Henry E. Vail II serves physicians and affluent families at Sucre-Vail Wealth Advisors in Houston, Texas. Outside of work, Henry Vail II remains active in his local community and attends St. Bernadette Catholic Church.

Located at 15500 El Camino Real in Houston, Bernadette Catholic Church belongs to the Archdiocese of Galveston-Houston. In addition to holding a Saturday Vigil at 5 p.m. and Sunday Masses at 8:15 a.m., 11:00 a.m., and 5:30 p.m., the church offers a variety of programs for youth of all ages. These include a Pre-K Faith Formation Program for children aged two and a half through five and an Elementary Faith Formation Program for youth in kindergarten through fifth grade.

On Sundays at 4:00 p.m., the congregation’s junior high school youth meet for the Junior High Faith Formation program prior to the 5:30 p.m. Mass. For high school students, the church holds a Life Teen Program and a Teen Leadership Program, the latter of which aims to instill in youth a deeper Christian identity and provides them with opportunities to lead fellow youth in prayer.

To learn more about St. Bernadette Catholic Church and its youth programming, visit www.stbchurch.org.

Lamar University to Gather Alumni for Panama Canal Cruise

Henry E. Vail II serves as a private wealth advisor at Sucre-Vail Wealth Advisors in Houston. Henry Vail II completed the Certified Financial Planning curriculum at Houston University and the BBA program at Lamar University.

Recently, Lamar University announced a Panama Canal cruise for Lamar alumni. From January 4-15, 2018, the university will host a cruise of the Panama Canal for alumni and guests. The cruise will take passengers aboard the Azamara Quest to see not only the Panama Canal but also beautiful beaches and rainforests.

The cruise ship will depart from Miami and dock in Cartagena, Colombia, a UNESCO World Heritage Site where cruise participants can visit the Palace of the Inquisition and a number of intricately designed churches. The cruise will then move on to Panama City for a tour of the Panama Canal led by Lamar alumnus Jorge Quijano, chief executive officer of the Panama Canal Authority.

Finally, the Azamara Quest will visit Costa Rica, giving passengers the opportunity to see Golfito, the entrance to Corcovado National Park; Puntarenas, an old port town; and Quepos, which features Manuel Antonio National Park. This trip promises to be an educational experience as well as a way for Lamar alumni to reconnect with friends from their days at the university.

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