Dallas Wealth Management
Dallas, Texas
5956 Sherry Lane, 20th Floor
Dallas, TX 75225
Phone: 469.722.1526
Fax: 469.533.5922
Our team of advisors in Dallas are located in University Park, just off the Dallas Tollway. The team caters to individuals, families, and business owners who want a personalized financial plan designed with creative strategies for their complex finances and taxes.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including The State Fair of Texas and North Texas Food Bank.
Our fiduciary responsibility to individuals and families, along with our richer life approach, addresses all aspects of your financial picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth.
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Meet your Dallas wealth management team
I strive to develop genuine connections and create a positive client experience in all tha...
View ProfileAmber Fallon
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
View ProfileAnnika Williams, CFA
As a growth and operations manager, I help clients live a richer life by keeping things ru...
View ProfileErica Penner
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
I am passionate about bringing financial planning to more families, so they can benefit fr...
View ProfileLaura Kimball, CPA, CFP®
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
As a senior lead advisor, I work to support other advisors and make sure they have the too...
View ProfileMatt Mormino, CFP®
I love helping our clients through all phases of their financial journey so they can focus...
View ProfileMichael Curtis, CFP®
I have a strong passion for helping people maximize their financial situation and overall ...
View ProfileMyles McManus, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
Meet your Dallas wealth management team
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
Dan S., Brighton Jones client