Houston Wealth Management
2101 CityWest Blvd, 1st Floor
Houston, Texas 77042
Our Houston wealth management team can work with you to create a personalized financial plan designed for your big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.
Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, real estate investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services.
Meet your Houston wealth management team
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...View Profile
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...View Profile
As the director of estate planning, I strive to help clients live a richer life by alignin...View Profile
As a senior lead advisor, I work to support other advisors and make sure they have the too...View Profile
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...View Profile
Talk to a Houston financial advisor
"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