Dallas Wealth Management

Dallas, Texas

5956 Sherry Lane, 20th Floor
Dallas, TX 75225
Phone: 469.722.1526
Fax: 469.533.5922

Get in touch

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

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Advisor

I’m the growth and operations manager in our Portland office, meaning I help clients live ...

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Erica Penner

Growth and Operations Manager

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

I love helping our clients through all phases of their financial journey so they can focus...

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Michael Curtis, CFP®

Lead Advisor

I have a strong passion for helping people maximize their financial situation and overall ...

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Myles McManus, CFP®

Advisor

Meet your Dallas wealth management team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "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