Houston Wealth Management

Houston, Texas

2101 CityWest Blvd, 1st Floor
Houston, Texas 77042
Phone: 713.231.0870
Fax: 713.383.6354

Get in touch

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. 

Driving Directions

Meet your Houston wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA


I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

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 enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

Stephen O’Dell, CFP®

Lead Advisor

Talk to a Houston financial advisor

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